RIM
XBTF

Rockbridge Investment Management’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

Rockbridge Investment Management’s Portfolio XBTF Stock Details XBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-310
Closed -$5.66K – 627
2022
Q2 		$5.66K Hold
310
– – ﹤0.01% 439
2022
Q1 		$14.1K Hold
310
– – ﹤0.01% 459
2021
Q4 		$15K Buy
+310
New +$16K ﹤0.01% 520

Other funds holding XBTF

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OPW
Oxler Private Wealth Rye Brook, New York $350M AUM 19.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Rockbridge Investment Management's XBTF Position: Q3 2022 in Review

Rockbridge Investment Management sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q3 2022, closing a stake of 310 shares — an estimated $5.66K sold.

Rockbridge Investment Management first reported a position in XBTF in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 11 funds tracked by Wall St. Rank hold XBTF as of Q3 2022.

  • Rockbridge Investment Management reported no remaining VanEck Bitcoin Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 310 VanEck Bitcoin Strategy ETF shares in Q3 2022, an estimated $5.66K.
  • Rockbridge Investment Management first reported a position in VanEck Bitcoin Strategy ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's VanEck Bitcoin Strategy ETF position peaked at $15K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.