Physician Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Physician Wealth 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	$258K	Sell	5,457 -623	-10%	-$25.1K	0.03%	181
2026 Q2	$202K	Buy	6,080 +866	+17%	+$35.2K	0.02%	213
2026 Q1	$200K	Buy	5,214 +107	+2%	+$4.63K	0.03%	193
2025 Q4	$254K	Buy	5,107 +982	+24%	+$55.8K	0.04%	161
2025 Q3	$268K	Buy	4,125 +1,144	+38%	+$74.4K	0.04%	153
2025 Q2	$182K	Buy	2,981 +380	+15%	+$21.3K	0.03%	199
2025 Q1	$122K	Buy	2,601 +249	+11%	+$13.2K	0.02%	234
2024 Q4	$125K	Buy	+2,352	New	+$111K	0.02%	231

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Physician Wealth Advisors's IBIT Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q3 2026, selling an estimated $25.1K and leaving 5,457 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #181.

Physician Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $268K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Physician Wealth Advisors held 5,457 shares of iShares Bitcoin Trust worth $258K as of Q3 2026.
Physician Wealth Advisors sold 623 iShares Bitcoin Trust shares in Q3 2026, an estimated $25.1K.
iShares Bitcoin Trust made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #181 holding.
Physician Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares Bitcoin Trust position peaked at $268K in Q3 2025.
1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.