Oasis Advisors
IBIT icon

Oasis Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Oasis 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 		$301K Buy
+6,358
New +$256K 0.13% 69
2026
Q2 		– Sell
-47,660
Closed -$1.83M – 126
2026
Q1 		$1.83M Buy
47,660
+43,597
+1,073% +$1.89M 0.36% 53
2025
Q4 		$202K Buy
+4,063
New +$231K 0.11% 72

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

Oasis Advisors's IBIT Position: Q3 2026 in Review

Oasis Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 6,358 shares worth $301K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in IBIT as recently as Q1 2026.

Oasis Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 994 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Oasis Advisors held 6,358 shares of iShares Bitcoin Trust worth $301K as of Q3 2026.
  • iShares Bitcoin Trust was a new Oasis Advisors position in Q3 2026.
  • iShares Bitcoin Trust made up 0.13% of Oasis Advisors's portfolio in Q3 2026, its #69 holding.
  • Oasis Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's iShares Bitcoin Trust position peaked at $1.83M in Q1 2026.
  • 994 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.