Stegent Equity Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Stegent Equity 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	$2.34M	Buy	+49,336	New	+$1.99M	1.85%	20

Other funds holding IBIT

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

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

Wealth Enhancement Advisory Services

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Stegent Equity Advisors's IBIT Position: Q3 2026 in Review

Stegent Equity Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 49,336 shares worth $2.34M. The stake represents 1.85% of the portfolio and ranks #20 among its holdings.

161 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Stegent Equity Advisors held 49,336 shares of iShares Bitcoin Trust worth $2.34M as of Q3 2026.
iShares Bitcoin Trust was a new Stegent Equity Advisors position in Q3 2026.
iShares Bitcoin Trust made up 1.85% of Stegent Equity Advisors's portfolio in Q3 2026, its #20 holding.
161 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.