15 Wealth Advisors LLC’s iShares Bitcoin Trust IBIT Stock Holding History

15 Wealth Advisors LLC’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	$1.66M	Buy	+34,973	New	+$1.41M	0.41%	38

Other funds holding IBIT

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

SGCA

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

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

BWM

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

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

15 Wealth Advisors LLC's IBIT Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 34,973 shares worth $1.66M. The stake represents 0.41% of the portfolio and ranks #38 among its holdings.

187 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

15 Wealth Advisors LLC held 34,973 shares of iShares Bitcoin Trust worth $1.66M as of Q3 2026.
iShares Bitcoin Trust was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Bitcoin Trust made up 0.41% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #38 holding.
187 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.