Platform Technology Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Platform Technology Partners’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	$1.98M	Sell	41,742 -348	-0.8%	-$14K	0.31%	75
2026 Q2	$1.4M	Sell	42,090 -1,546	-4%	-$62.9K	0.23%	91
2026 Q1	$1.68M	Buy	43,636 +11,951	+38%	+$517K	0.32%	77
2025 Q4	$1.57M	Sell	31,685 -3,797	-11%	-$216K	0.34%	73
2025 Q3	$2.31M	Buy	35,482 +2,251	+7%	+$146K	0.55%	45
2025 Q2	$2.03M	Buy	+33,231	New	+$1.86M	0.53%	48

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

Platform Technology Partners's IBIT Position: Q3 2026 in Review

Platform Technology Partners reduced its iShares Bitcoin Trust (IBIT) stake by 0.83% in Q3 2026, selling an estimated $14K and leaving 41,742 shares worth $1.98M. The position accounts for 0.31% of the portfolio, ranked #75.

Platform Technology Partners first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.31M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Platform Technology Partners held 41,742 shares of iShares Bitcoin Trust worth $1.98M as of Q3 2026.
Platform Technology Partners sold 348 iShares Bitcoin Trust shares in Q3 2026, an estimated $14K.
iShares Bitcoin Trust made up 0.31% of Platform Technology Partners's portfolio in Q3 2026, its #75 holding.
Platform Technology Partners first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
Platform Technology Partners's iShares Bitcoin Trust position peaked at $2.31M in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.