Phillip James Consulting
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Phillip James Consulting’s iShares Bitcoin Trust IBIT Stock Holding History

Phillip James Consulting’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 		$11K Buy
+233
New +$9.4K 0.01% 190

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 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
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Phillip James Consulting's IBIT Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 233 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings.

1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Phillip James Consulting held 233 shares of iShares Bitcoin Trust worth $11K as of Q3 2026.
  • iShares Bitcoin Trust was a new Phillip James Consulting position in Q3 2026.
  • iShares Bitcoin Trust made up 0.01% of Phillip James Consulting's portfolio in Q3 2026, its #190 holding.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.