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Seven Bridges Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Seven Bridges Advisors’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 		$641K Hold
13,550
– – 0.29% 17
2026
Q2 		$451K Buy
+13,550
New +$551K 0.22% 16

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Seven Bridges Advisors's IBIT Position: Q3 2026 in Review

Seven Bridges Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 13,550 shares worth $641K. The position accounts for 0.29% of the portfolio, ranked #17.

Seven Bridges Advisors first reported a position in IBIT in Q2 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Seven Bridges Advisors held 13,550 shares of iShares Bitcoin Trust worth $641K as of Q3 2026.
  • Seven Bridges Advisors left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.29% of Seven Bridges Advisors's portfolio in Q3 2026, its #17 holding.
  • Seven Bridges Advisors first reported a position in iShares Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Seven Bridges Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.