Tactive Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Tactive 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	$4.51M	Buy	95,279 +4,331	+5%	+$175K	1.08%	22
2026 Q2	$3.03M	Buy	90,948 +10,877	+14%	+$442K	0.75%	32
2026 Q1	$3.08M	Sell	80,071 -7,690	-9%	-$333K	0.87%	27
2025 Q4	$4.36M	Sell	87,761 -41,033	-32%	-$2.33M	1.28%	18
2025 Q3	$8.37M	Sell	128,794 -70,545	-35%	-$4.59M	2.37%	8
2025 Q2	$12.2M	Buy	+199,339	New	+$11.2M	3.95%	2
2024 Q1	$1.21M	Buy	+29,878	New	+$932K	0.64%	34

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 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

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

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

ULWM

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

Tactive Advisors's IBIT Position: Q3 2026 in Review

Tactive Advisors increased its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q3 2026, buying an estimated $175K and bringing the position to 95,279 shares worth $4.51M. The position accounts for 1.08% of the portfolio, ranked #22.

Tactive Advisors first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q2 2025. 161 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Tactive Advisors held 95,279 shares of iShares Bitcoin Trust worth $4.51M as of Q3 2026.
Tactive Advisors bought 4,331 iShares Bitcoin Trust shares in Q3 2026, an estimated $175K.
iShares Bitcoin Trust made up 1.08% of Tactive Advisors's portfolio in Q3 2026, its #22 holding.
Tactive Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
Tactive Advisors's iShares Bitcoin Trust position peaked at $12.2M in Q2 2025.
161 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.