Objective Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Objective Capital Management’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	$1.58M	Sell	33,287 -2,809	-8%	-$113K	1.41%	18
2026 Q2	$1.2M	Buy	36,096 +6,389	+22%	+$260K	1.07%	24
2026 Q1	$1.14M	Buy	29,707 +5,151	+21%	+$223K	1.15%	23
2025 Q4	$1.22M	Sell	24,556 -7,868	-24%	-$447K	1.24%	21
2025 Q3	$2.11M	Buy	32,424 +295	+0.9%	+$19.2K	2.18%	12
2025 Q2	$1.97M	Buy	32,129 +8,666	+37%	+$486K	2.21%	11
2025 Q1	$1.1M	Sell	23,463 -12,017	-34%	-$636K	1.4%	21
2024 Q4	$1.88M	Buy	35,480 +1,468	+4%	+$69.3K	1.26%	21
2024 Q3	$1.23M	Buy	+34,012	New	+$1.18M	0.72%	39
2024 Q1	$507K	Buy	+12,535	New	+$391K	0.34%	63

Other funds holding IBIT

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

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Objective Capital Management's IBIT Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 7.8% in Q3 2026, selling an estimated $113K and leaving 33,287 shares worth $1.58M. The position accounts for 1.41% of the portfolio, ranked #18.

Objective Capital Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2025. 323 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Objective Capital Management held 33,287 shares of iShares Bitcoin Trust worth $1.58M as of Q3 2026.
Objective Capital Management sold 2,809 iShares Bitcoin Trust shares in Q3 2026, an estimated $113K.
iShares Bitcoin Trust made up 1.41% of Objective Capital Management's portfolio in Q3 2026, its #18 holding.
Objective Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Objective Capital Management's iShares Bitcoin Trust position peaked at $2.11M in Q3 2025.
323 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.