Simplify Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Simplify Asset 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	$112M	Buy	2,362,700 +906,900	+62%	+$36.6M	1.83%	4
2026 Q2	$48.5M	Buy	1,455,800 +680,800	+88%	+$27.7M	0.67%	6
2026 Q1	$29.9M	Sell	775,000 -25,000	-3%	-$1.08M	0.46%	11
2025 Q4	$40.8M	Buy	800,000 +150,000	+23%	+$8.52M	0.67%	6
2025 Q3	$43.4M	Buy	650,000 +140,000	+27%	+$9.11M	0.8%	8
2025 Q2	$30.5M	Buy	+510,000	New	+$28.6M	1.54%	9
2025 Q1	–	Sell	-750,000	Closed	-$41.5M	–	99
2024 Q4	$41.5M	Buy	+750,000	New	+$35.4M	2.05%	9

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 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

Simplify Asset Management's IBIT Position: Q3 2026 in Review

Simplify Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q3 2026, selling an estimated $5.23M and leaving 357,300 shares worth $16.9M. The position accounts for 0.28% of the portfolio, ranked #18.

Simplify Asset Management first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $41.3M in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Simplify Asset Management held 357,300 shares of iShares Bitcoin Trust worth $16.9M as of Q3 2026.
Simplify Asset Management sold 129,600 iShares Bitcoin Trust shares in Q3 2026, an estimated $5.23M.
iShares Bitcoin Trust made up 0.28% of Simplify Asset Management's portfolio in Q3 2026, its #18 holding.
Simplify Asset Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
Simplify Asset Management's iShares Bitcoin Trust position peaked at $41.3M in Q3 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Simplify Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.