Sendero Wealth Management
IBIT icon

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

Sendero 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 		$744K Buy
15,708
+1,368
+10% +$55.2K 0.07% 144
2026
Q2 		$477K Buy
14,340
+2,049
+17% +$83.3K 0.05% 163
2026
Q1 		$472K Buy
+12,291
New +$532K 0.05% 160

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

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

Sendero Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 9.5% in Q3 2026, buying an estimated $55.2K and bringing the position to 15,708 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #144.

Sendero Wealth Management first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Sendero Wealth Management held 15,708 shares of iShares Bitcoin Trust worth $744K as of Q3 2026.
  • Sendero Wealth Management bought 1,368 iShares Bitcoin Trust shares in Q3 2026, an estimated $55.2K.
  • iShares Bitcoin Trust made up 0.07% of Sendero Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Sendero Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.