Titleist Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Titleist Asset Management’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	$8.17M	Sell	172,558 -3,087	-2%	-$124K	0.53%	53
2026 Q2	$5.85M	Buy	175,645 +4,094	+2%	+$167K	0.39%	66
2026 Q1	$6.59M	Buy	171,551 +54,234	+46%	+$2.35M	0.5%	52
2025 Q4	$5.82M	Buy	117,317 +21,903	+23%	+$1.24M	0.47%	53
2025 Q3	$6.2M	Sell	95,414 -8,151	-8%	-$530K	0.54%	49
2025 Q2	$6.34M	Buy	103,565 +6,744	+7%	+$378K	0.63%	41
2025 Q1	$4.53M	Buy	96,821 +33,809	+54%	+$1.79M	0.52%	49
2024 Q4	$3.34M	Buy	63,012 +12,229	+24%	+$577K	0.38%	60
2024 Q3	$1.83M	Buy	+50,783	New	+$1.76M	0.26%	80

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Titleist Asset Management's IBIT Position: Q3 2026 in Review

Titleist Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q3 2026, selling an estimated $124K and leaving 172,558 shares worth $8.17M. The position accounts for 0.53% of the portfolio, ranked #53.

Titleist Asset Management first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Titleist Asset Management held 172,558 shares of iShares Bitcoin Trust worth $8.17M as of Q3 2026.
Titleist Asset Management sold 3,087 iShares Bitcoin Trust shares in Q3 2026, an estimated $124K.
iShares Bitcoin Trust made up 0.53% of Titleist Asset Management's portfolio in Q3 2026, its #53 holding.
Titleist Asset Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.