Networth Advisors
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Networth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Networth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-149
Closed -$4.96K – 403
2026
Q2 		$4.96K Buy
149
+98
+192% +$3.99K ﹤0.01% 236
2026
Q1 		$1.96K Buy
51
+14
+38% +$606 ﹤0.01% 291
2025
Q4 		$1.84K Buy
+37
New +$2.1K ﹤0.01% 266

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Networth Advisors's IBIT Position: Q3 2026 in Review

Networth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q3 2026, closing a stake of 149 shares — an estimated $4.96K sold.

Networth Advisors first reported a position in IBIT in Q4 2025 and held it in 3 quarters. The position peaked at $4.96K in Q2 2026. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Networth Advisors reported no remaining iShares Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
  • Networth Advisors sold 149 iShares Bitcoin Trust shares in Q3 2026, an estimated $4.96K.
  • Networth Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 3 quarters.
  • Networth Advisors's iShares Bitcoin Trust position peaked at $4.96K in Q2 2026.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.