Robertson Stephens Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Robertson Stephens 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	$432K	Buy	9,125 +869	+11%	+$35K	0.01%	470
2026 Q2	$275K	Buy	8,256 +1,499	+22%	+$61K	0.01%	545
2026 Q1	$260K	Sell	6,757 -1,867	-22%	-$80.8K	0.01%	538
2025 Q4	$428K	Sell	8,624 -64	-0.7%	-$3.64K	0.01%	461
2025 Q3	$565K	Buy	8,688 +3,169	+57%	+$206K	0.02%	337
2025 Q2	$338K	Buy	+5,519	New	+$309K	0.01%	434
2024 Q3	–	Sell	-59,671	Closed	-$2.04M	–	626
2024 Q2	$2.04M	Buy	59,671 +1,188	+2%	+$44.4K	0.1%	151
2024 Q1	$2.37M	Buy	+58,483	New	+$1.82M	0.13%	139

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Robertson Stephens Wealth Management's IBIT Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q3 2026, buying an estimated $35K and bringing the position to 9,125 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #470.

Robertson Stephens Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2024. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Robertson Stephens Wealth Management held 9,125 shares of iShares Bitcoin Trust worth $432K as of Q3 2026.
Robertson Stephens Wealth Management bought 869 iShares Bitcoin Trust shares in Q3 2026, an estimated $35K.
iShares Bitcoin Trust made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #470 holding.
Robertson Stephens Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's iShares Bitcoin Trust position peaked at $2.37M in Q1 2024.
1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.