Onyx Bridge Wealth Group
IBIT icon

Onyx Bridge Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

Onyx Bridge Wealth Group’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 		$639K Sell
13,502
-437
-3% -$17.6K 0.06% 214
2026
Q2 		$464K Buy
13,939
+281
+2% +$11.4K 0.04% 249
2026
Q1 		$525K Buy
13,658
+3,763
+38% +$163K 0.06% 215
2025
Q4 		$491K Buy
9,895
+1,994
+25% +$113K 0.05% 222
2025
Q3 		$514K Buy
+7,901
New +$514K 0.06% 214

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
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Onyx Bridge Wealth Group's IBIT Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Bitcoin Trust (IBIT) stake by 3.1% in Q3 2026, selling an estimated $17.6K and leaving 13,502 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #214.

Onyx Bridge Wealth Group first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Onyx Bridge Wealth Group held 13,502 shares of iShares Bitcoin Trust worth $639K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 437 iShares Bitcoin Trust shares in Q3 2026, an estimated $17.6K.
  • iShares Bitcoin Trust made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #214 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.