Phillips Financial Management
IBIT icon

Phillips Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

Phillips Financial 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 		$544K Hold
11,484
– – 0.04% 137
2026
Q2 		$382K Hold
11,484
– – 0.03% 152
2026
Q1 		$441K Sell
11,484
-942
-8% -$40.8K 0.03% 146
2025
Q4 		$617K Buy
12,426
+2,283
+23% +$130K 0.04% 136
2025
Q3 		$659K Buy
10,143
+3,614
+55% +$235K 0.04% 137
2025
Q2 		$400K Sell
6,529
-1,371
-17% -$76.8K 0.03% 149
2025
Q1 		$370K Buy
7,900
+3,484
+79% +$184K 0.03% 145
2024
Q4 		$234K Buy
+4,416
New +$208K 0.02% 166

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Phillips Financial Management's IBIT Position: Q3 2026 in Review

Phillips Financial Management held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 11,484 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #137.

Phillips Financial Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $659K in Q3 2025. 456 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Phillips Financial Management held 11,484 shares of iShares Bitcoin Trust worth $544K as of Q3 2026.
  • Phillips Financial Management left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.04% of Phillips Financial Management's portfolio in Q3 2026, its #137 holding.
  • Phillips Financial Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Phillips Financial Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.