Third View Private Wealth
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Third View Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Third View Private Wealth’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 		$267K Buy
+5,631
New +$227K 0.03% 237
2026
Q2 		– Sell
-8,857
Closed -$340K – 307
2026
Q1 		$340K Sell
8,857
-177
-2% -$7.66K 0.05% 215
2025
Q4 		$449K Buy
+9,034
New +$513K 0.06% 181

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Third View Private Wealth's IBIT Position: Q3 2026 in Review

Third View Private Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,631 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: Third View Private Wealth previously reported a position in IBIT as recently as Q1 2026.

Third View Private Wealth first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q4 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Third View Private Wealth held 5,631 shares of iShares Bitcoin Trust worth $267K as of Q3 2026.
  • iShares Bitcoin Trust was a new Third View Private Wealth position in Q3 2026.
  • iShares Bitcoin Trust made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #237 holding.
  • Third View Private Wealth first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's iShares Bitcoin Trust position peaked at $449K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.