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Sterling Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sterling Financial Group’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
2025
Q3 		– Sell
-32,075
Closed -$1.96M – 76
2025
Q2 		$1.96M Buy
+32,075
New +$1.8M 0.66% 24

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Sterling Financial Group's IBIT Position: Q3 2025 in Review

Sterling Financial Group sold out of iShares Bitcoin Trust (IBIT) in Q3 2025, closing a stake of 32,075 shares — an estimated $1.96M sold.

Sterling Financial Group first reported a position in IBIT in Q2 2025 and held it in 1 quarter. The position peaked at $1.96M in Q2 2025. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Sterling Financial Group reported no remaining iShares Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Sterling Financial Group sold 32,075 iShares Bitcoin Trust shares in Q3 2025, an estimated $1.96M.
  • Sterling Financial Group first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 1 quarter.
  • Sterling Financial Group's iShares Bitcoin Trust position peaked at $1.96M in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.