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Toth Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Toth Financial Advisory’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 		$900 Buy
19
+6
+46% +$242 ﹤0.01% 976
2026
Q2 		$433 Buy
13
+6
+86% +$244 ﹤0.01% 863
2026
Q1 		$269 Buy
7
+5
+250% +$216 ﹤0.01% 864
2025
Q4 		$100 Sell
2
-1,002
-100% -$56.9K ﹤0.01% 892
2025
Q3 		$65.3K Buy
1,004
+1,000
+25,000% +$65K 0.01% 309
2025
Q2 		$245 Hold
4
– – ﹤0.01% 716
2025
Q1 		$188 Buy
4
+1
+33% +$53 ﹤0.01% 692
2024
Q4 		$160 Buy
3
+1
+50% +$47 ﹤0.01% 686
2024
Q3 		$73 Sell
2
-3,000
-100% -$104K ﹤0.01% 705
2024
Q2 		$102K Buy
3,002
+3,000
+150,000% +$112K 0.01% 237
2024
Q1 		$81 Buy
+2
New +$62 ﹤0.01% 713

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Toth Financial Advisory's IBIT Position: Q3 2026 in Review

Toth Financial Advisory increased its iShares Bitcoin Trust (IBIT) stake by 46% in Q3 2026, buying an estimated $242 and bringing the position to 19 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Toth Financial Advisory first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $102K in Q2 2024. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Toth Financial Advisory held 19 shares of iShares Bitcoin Trust worth $900 as of Q3 2026.
  • Toth Financial Advisory bought 6 iShares Bitcoin Trust shares in Q3 2026, an estimated $242.
  • iShares Bitcoin Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #976 holding.
  • Toth Financial Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Toth Financial Advisory's iShares Bitcoin Trust position peaked at $102K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.