SignatureFD’s iShares Bitcoin Trust IBIT Stock Holding History

SignatureFD’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	$1.71M	Buy	36,081 +1,757	+5%	+$70.9K	0.02%	306
2026 Q2	$1.14M	Buy	34,324 +8,248	+32%	+$336K	0.02%	399
2026 Q1	$1M	Buy	26,076 +3,329	+15%	+$144K	0.02%	395
2025 Q4	$1.13M	Sell	22,747 -6,773	-23%	-$385K	0.02%	350
2025 Q3	$1.92M	Buy	29,520 +3,960	+15%	+$258K	0.03%	226
2025 Q2	$1.56M	Buy	25,560 +12,979	+103%	+$727K	0.03%	254
2025 Q1	$589K	Buy	12,581 +816	+7%	+$43.2K	0.01%	474
2024 Q4	$624K	Buy	11,765 +7,482	+175%	+$353K	0.01%	455
2024 Q3	$155K	Sell	4,283 -2,380	-36%	-$82.6K	﹤0.01%	996
2024 Q2	$227K	Buy	6,663 +3,583	+116%	+$134K	﹤0.01%	761
2024 Q1	$125K	Buy	+3,080	New	+$96.1K	﹤0.01%	1076

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SignatureFD's IBIT Position: Q3 2026 in Review

SignatureFD increased its iShares Bitcoin Trust (IBIT) stake by 5.1% in Q3 2026, buying an estimated $70.9K and bringing the position to 36,081 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #306.

SignatureFD first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

SignatureFD held 36,081 shares of iShares Bitcoin Trust worth $1.71M as of Q3 2026.
SignatureFD bought 1,757 iShares Bitcoin Trust shares in Q3 2026, an estimated $70.9K.
iShares Bitcoin Trust made up 0.02% of SignatureFD's portfolio in Q3 2026, its #306 holding.
SignatureFD first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
SignatureFD's iShares Bitcoin Trust position peaked at $1.92M in Q3 2025.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.