SWM
BTC

SHP Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

SHP Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33
Closed -$1.28K – 1923
2025
Q4 		$1.28K Buy
+33
New +$1.46K ﹤0.01% 1212

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SDH
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SHP Wealth Management's BTC Position: Q1 2026 in Review

SHP Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 33 shares — an estimated $1.28K sold.

SHP Wealth Management first reported a position in BTC in Q4 2025 and held it in 1 quarter. The position peaked at $1.28K in Q4 2025. 489 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • SHP Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 33 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $1.28K.
  • SHP Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.28K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.