Shade Tree Advisors
IBIT icon

Shade Tree Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Shade Tree 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 		$6.88M Buy
145,410
+70,962
+95% +$2.86M 3.69% 3
2026
Q2 		$2.48M Buy
74,448
+64,520
+650% +$2.62M 1.44% 8
2026
Q1 		$381K Buy
+9,928
New +$430K 0.27% 22

Other funds holding IBIT

Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shade Tree Advisors's IBIT Position: Q3 2026 in Review

Shade Tree Advisors increased its iShares Bitcoin Trust (IBIT) stake by 95% in Q3 2026, buying an estimated $2.86M and bringing the position to 145,410 shares worth $6.88M. The position accounts for 3.69% of the portfolio, ranked #3.

Shade Tree Advisors first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Shade Tree Advisors held 145,410 shares of iShares Bitcoin Trust worth $6.88M as of Q3 2026.
  • Shade Tree Advisors bought 70,962 iShares Bitcoin Trust shares in Q3 2026, an estimated $2.86M.
  • iShares Bitcoin Trust made up 3.69% of Shade Tree Advisors's portfolio in Q3 2026, its #3 holding.
  • Shade Tree Advisors first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.