Tradition Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tradition Wealth 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	$489K	Sell	10,340 -4	-0%	-$161	0.03%	320
2026 Q2	$344K	Sell	10,344 -66	-0.6%	-$2.68K	0.02%	381
2026 Q1	$400K	Sell	10,410 -938	-8%	-$40.6K	0.03%	331
2025 Q4	$563K	Buy	11,348 +1,217	+12%	+$69.1K	0.04%	269
2025 Q3	$659K	Buy	10,131 +138	+1%	+$8.98K	0.05%	241
2025 Q2	$612K	Sell	9,993 -1,872	-16%	-$105K	0.05%	237
2025 Q1	$555K	Buy	11,865 +5,644	+91%	+$299K	0.05%	236
2024 Q4	$330K	Buy	+6,221	New	+$294K	0.03%	307

Other funds holding IBIT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 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

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Tradition Wealth Management's IBIT Position: Q3 2026 in Review

Tradition Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 0.04% in Q3 2026, selling an estimated $161 and leaving 10,340 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #320.

Tradition Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $659K in Q3 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Tradition Wealth Management held 10,340 shares of iShares Bitcoin Trust worth $489K as of Q3 2026.
Tradition Wealth Management sold 4 iShares Bitcoin Trust shares in Q3 2026, an estimated $161.
iShares Bitcoin Trust made up 0.03% of Tradition Wealth Management's portfolio in Q3 2026, its #320 holding.
Tradition Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Tradition Wealth Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.