Triad Wealth Partners
IBIT icon

Triad Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Triad Wealth Partners’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 		$917K Buy
19,378
+1,775
+10% +$71.6K 0.05% 217
2026
Q2 		$637K Sell
17,603
-6,056
-26% -$246K 0.04% 275
2026
Q1 		$909K Buy
23,659
+1,213
+5% +$52.5K 0.07% 184
2025
Q4 		$1.11M Buy
22,446
+7,465
+50% +$424K 0.11% 142
2025
Q3 		$974K Buy
+14,981
New +$974K 0.13% 119

Other funds holding IBIT

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
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners's IBIT Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q3 2026, buying an estimated $71.6K and bringing the position to 19,378 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #217.

Triad Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Triad Wealth Partners held 19,378 shares of iShares Bitcoin Trust worth $917K as of Q3 2026.
  • Triad Wealth Partners bought 1,775 iShares Bitcoin Trust shares in Q3 2026, an estimated $71.6K.
  • iShares Bitcoin Trust made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #217 holding.
  • Triad Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's iShares Bitcoin Trust position peaked at $1.11M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.