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

Puff 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 		$453K Hold
9,575
– – 0.43% 53
2026
Q2 		$319K Buy
+9,575
New +$389K 0.33% 65
2025
Q4 		$457K Hold
8,975
– – 0.59% 47
2025
Q3 		$583K Buy
+8,975
New +$584K 0.89% 34

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

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

Puff Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 9,575 shares worth $453K. The position accounts for 0.43% of the portfolio, ranked #53.

Puff Wealth Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $583K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Puff Wealth Management held 9,575 shares of iShares Bitcoin Trust worth $453K as of Q3 2026.
  • Puff Wealth Management left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.43% of Puff Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Puff Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Puff Wealth Management's iShares Bitcoin Trust position peaked at $583K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.