Quaker Wealth Management
IBIT icon

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

Quaker 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 		$129K Sell
2,724
-8,882
-77% -$358K 0.04% 104
2026
Q2 		$386K Sell
11,606
-507
-4% -$20.6K 0.11% 43
2026
Q1 		$465K Buy
12,113
+9,389
+345% +$407K 0.15% 39
2025
Q4 		$135K Sell
2,724
-7,532
-73% -$428K 0.04% 91
2025
Q3 		$667K Buy
10,256
+2,049
+25% +$133K 0.22% 31
2025
Q2 		$502K Buy
+8,207
New +$460K 0.17% 34

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

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

Quaker Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 77% in Q3 2026, selling an estimated $358K and leaving 2,724 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #104.

Quaker Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $667K in Q3 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Quaker Wealth Management held 2,724 shares of iShares Bitcoin Trust worth $129K as of Q3 2026.
  • Quaker Wealth Management sold 8,882 iShares Bitcoin Trust shares in Q3 2026, an estimated $358K.
  • iShares Bitcoin Trust made up 0.04% of Quaker Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Quaker Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's iShares Bitcoin Trust position peaked at $667K in Q3 2025.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.