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Steph & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Steph & Co’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 		$46.2K Hold
975
– – 0.01% 182
2026
Q2 		$32.5K Hold
975
– – 0.01% 203
2026
Q1 		$37.5K Buy
+975
New +$42.2K 0.01% 215

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
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
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SA
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Steph & Co's IBIT Position: Q3 2026 in Review

Steph & Co held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 975 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #182.

Steph & Co first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Steph & Co held 975 shares of iShares Bitcoin Trust worth $46.2K as of Q3 2026.
  • Steph & Co left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.01% of Steph & Co's portfolio in Q3 2026, its #182 holding.
  • Steph & Co first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.