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Strong Retirement Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Strong Retirement Solutions’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 		$3.78M Buy
+79,890
New +$3.22M 2.13% 16
2026
Q1 		– Sell
-4,091
Closed -$203K – 91
2025
Q4 		$203K Buy
+4,091
New +$232K 0.14% 81

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
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
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Strong Retirement Solutions's IBIT Position: Q3 2026 in Review

Strong Retirement Solutions opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 79,890 shares worth $3.78M. The stake represents 2.13% of the portfolio and ranks #16 among its holdings. This is a return to the name: Strong Retirement Solutions previously reported a position in IBIT as recently as Q4 2025.

Strong Retirement Solutions first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Strong Retirement Solutions held 79,890 shares of iShares Bitcoin Trust worth $3.78M as of Q3 2026.
  • iShares Bitcoin Trust was a new Strong Retirement Solutions position in Q3 2026.
  • iShares Bitcoin Trust made up 2.13% of Strong Retirement Solutions's portfolio in Q3 2026, its #16 holding.
  • Strong Retirement Solutions first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.