Private Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Private Wealth Management 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	$544K	Buy	11,494 +7,482	+186%	+$302K	0.12%	60
2026 Q2	$134K	Hold	4,012	–	–	0.03%	142
2026 Q1	$154K	Buy	4,012 +895	+29%	+$38.8K	0.04%	100
2025 Q4	$155K	Buy	3,117 +372	+14%	+$21.1K	0.04%	95
2025 Q3	$178K	Buy	2,745 +104	+4%	+$6.76K	0.05%	89
2025 Q2	$162K	Sell	2,641 -150	-5%	-$8.4K	0.05%	93
2025 Q1	$131K	Buy	2,791 +300	+12%	+$15.9K	0.05%	100
2024 Q4	$132K	Buy	2,491 +1,800	+260%	+$85K	0.05%	100
2024 Q3	$25K	Hold	691	–	–	0.01%	249
2024 Q2	$23.6K	Buy	+691	New	+$25.8K	0.01%	250

Other funds holding IBIT

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

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Private Wealth Management Group's IBIT Position: Q3 2026 in Review

Private Wealth Management Group increased its iShares Bitcoin Trust (IBIT) stake by 186% in Q3 2026, buying an estimated $302K and bringing the position to 11,494 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #60.

Private Wealth Management Group first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. 543 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Private Wealth Management Group held 11,494 shares of iShares Bitcoin Trust worth $544K as of Q3 2026.
Private Wealth Management Group bought 7,482 iShares Bitcoin Trust shares in Q3 2026, an estimated $302K.
iShares Bitcoin Trust made up 0.12% of Private Wealth Management Group's portfolio in Q3 2026, its #60 holding.
Private Wealth Management Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
543 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.