Next Level Wealth Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Next Level Wealth Planning’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	$74.9K	Buy	+1,582	New	+$63.8K	0.03%	137

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

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

Next Level Wealth Planning's IBIT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 1,582 shares worth $74.9K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings.

986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Next Level Wealth Planning held 1,582 shares of iShares Bitcoin Trust worth $74.9K as of Q3 2026.
iShares Bitcoin Trust was a new Next Level Wealth Planning position in Q3 2026.
iShares Bitcoin Trust made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #137 holding.
986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.