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Noble Wealth Management PBC’s iShares Bitcoin Trust IBIT Stock Holding History

Noble Wealth Management PBC’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 		$365K Hold
7,705
– – 0.16% 121
2026
Q2 		$256K Sell
7,705
-450
-6% -$18.3K 0.11% 143
2026
Q1 		$313K Buy
8,155
+8,150
+163,000% +$353K 0.16% 116
2025
Q4 		$248 Buy
+5
New +$284 ﹤0.01% 586

Other funds holding IBIT

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Noble Wealth Management PBC's IBIT Position: Q3 2026 in Review

Noble Wealth Management PBC held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 7,705 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #121.

Noble Wealth Management PBC first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Noble Wealth Management PBC held 7,705 shares of iShares Bitcoin Trust worth $365K as of Q3 2026.
  • Noble Wealth Management PBC left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.16% of Noble Wealth Management PBC's portfolio in Q3 2026, its #121 holding.
  • Noble Wealth Management PBC first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.