Proathlete Wealth Management
IBIT icon

Proathlete Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Proathlete Wealth 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 		$13.2M Buy
277,966
+45,673
+20% +$1.84M 2.88% 8
2026
Q2 		$7.71M Buy
232,293
+15,491
+7% +$630K 1.91% 10
2026
Q1 		$8.4M Buy
216,802
+24,585
+13% +$1.06M 2.33% 9
2025
Q4 		$9.6M Buy
192,217
+32,369
+20% +$1.84M 2.61% 8
2025
Q3 		$10.4M Buy
159,848
+10,418
+7% +$678K 2.99% 8
2025
Q2 		$9.15M Buy
149,430
+5,022
+3% +$281K 2.91% 7
2025
Q1 		$6.76M Buy
144,408
+6,307
+5% +$334K 2.46% 11
2024
Q4 		$7.33M Buy
138,101
+14,366
+12% +$678K 2.76% 11
2024
Q3 		$4.47M Buy
123,735
+724
+0.6% +$25.1K 1.84% 15
2024
Q2 		$4.2M Buy
123,011
+112,419
+1,061% +$4.2M 1.99% 14
2024
Q1 		$429K Buy
+10,592
New +$330K 0.23% 42

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
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
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Proathlete Wealth Management's IBIT Position: Q3 2026 in Review

Proathlete Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 20% in Q3 2026, buying an estimated $1.84M and bringing the position to 277,966 shares worth $13.2M. The position accounts for 2.88% of the portfolio, ranked #8.

Proathlete Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Proathlete Wealth Management held 277,966 shares of iShares Bitcoin Trust worth $13.2M as of Q3 2026.
  • Proathlete Wealth Management bought 45,673 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.84M.
  • iShares Bitcoin Trust made up 2.88% of Proathlete Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Proathlete Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.