RMR Wealth Builders
IBIT icon

RMR Wealth Builders’s iShares Bitcoin Trust IBIT Stock Holding History

RMR Wealth Builders’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 		$311K Sell
6,567
-1,838
-22% -$74.1K 0.02% 249
2026
Q2 		$280K Buy
8,405
+297
+4% +$12.1K 0.02% 262
2026
Q1 		$312K Sell
8,108
-198
-2% -$8.57K 0.02% 227
2025
Q4 		$412K Buy
8,306
+2,383
+40% +$135K 0.03% 194
2025
Q3 		$385K Buy
+5,923
New +$385K 0.03% 200

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

RMR Wealth Builders's IBIT Position: Q3 2026 in Review

RMR Wealth Builders reduced its iShares Bitcoin Trust (IBIT) stake by 22% in Q3 2026, selling an estimated $74.1K and leaving 6,567 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #249.

RMR Wealth Builders first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $412K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • RMR Wealth Builders held 6,567 shares of iShares Bitcoin Trust worth $311K as of Q3 2026.
  • RMR Wealth Builders sold 1,838 iShares Bitcoin Trust shares in Q3 2026, an estimated $74.1K.
  • iShares Bitcoin Trust made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #249 holding.
  • RMR Wealth Builders first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • RMR Wealth Builders's iShares Bitcoin Trust position peaked at $412K in Q4 2025.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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