Quantum Financial Planning Services
IBIT icon

Quantum Financial Planning Services’s iShares Bitcoin Trust IBIT Stock Holding History

Quantum Financial Planning Services’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 		$375K Hold
7,921
– – 0.1% 34
2026
Q2 		$264K Buy
7,921
+148
+2% +$6.02K 0.08% 49
2026
Q1 		$299K Buy
7,773
+24
+0.3% +$1.04K 0.11% 43
2025
Q4 		$385K Buy
+7,749
New +$440K 0.14% 34

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
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 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

Quantum Financial Planning Services's IBIT Position: Q3 2026 in Review

Quantum Financial Planning Services held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 7,921 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #34.

Quantum Financial Planning Services first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 411 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Quantum Financial Planning Services held 7,921 shares of iShares Bitcoin Trust worth $375K as of Q3 2026.
  • Quantum Financial Planning Services left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.1% of Quantum Financial Planning Services's portfolio in Q3 2026, its #34 holding.
  • Quantum Financial Planning Services first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Quantum Financial Planning Services's iShares Bitcoin Trust position peaked at $385K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.