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Three Bearings Fiduciary Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Three Bearings Fiduciary 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
Q2 		$22.5K Hold
677
– – 0.02% 109
2026
Q1 		$26K Buy
677
+13
+2% +$563 0.03% 95
2025
Q4 		$31.5K Buy
+664
New +$37.7K 0.03% 91

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IBIT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 677 shares worth $22.5K. The position accounts for 0.02% of the portfolio, ranked #109.

Three Bearings Fiduciary Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.5K in Q4 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 677 shares of iShares Bitcoin Trust worth $22.5K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #109 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares Bitcoin Trust position peaked at $31.5K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.