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Shelter Rock Management’s iShares Bitcoin Trust IBIT Stock Holding History

Shelter Rock 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 		$251K Buy
+5,115
New +$206K 0.23% 34
2026
Q1 		– Sell
-4,309
Closed -$214K – 41
2025
Q4 		$214K Buy
+4,309
New +$245K 0.21% 39

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

Shelter Rock Management's IBIT Position: Q3 2026 in Review

Shelter Rock Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,115 shares worth $251K. The stake represents 0.23% of the portfolio and ranks #34 among its holdings. This is a return to the name: Shelter Rock Management previously reported a position in IBIT as recently as Q4 2025.

Shelter Rock Management first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Shelter Rock Management held 5,115 shares of iShares Bitcoin Trust worth $251K as of Q3 2026.
  • iShares Bitcoin Trust was a new Shelter Rock Management position in Q3 2026.
  • iShares Bitcoin Trust made up 0.23% of Shelter Rock Management's portfolio in Q3 2026, its #34 holding.
  • Shelter Rock Management first reported a position in iShares Bitcoin Trust in Q4 2025 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 Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.