Upper Left Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Upper Left 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	$6.81M	Sell	143,923 -19,627	-12%	-$791K	3.54%	6
2026 Q2	$5.44M	Buy	163,550 +12,176	+8%	+$495K	3.02%	10
2026 Q1	$5.82M	Buy	151,374 +39,266	+35%	+$1.7M	3.43%	9
2025 Q4	$5.57M	Buy	112,108 +16,353	+17%	+$929K	3.39%	7
2025 Q3	$6.22M	Sell	95,755 -718	-0.7%	-$46.7K	3.91%	4
2025 Q2	$5.91M	Buy	96,473 +3,551	+4%	+$199K	3.94%	4
2025 Q1	$4.35M	Buy	92,922 +3,592	+4%	+$190K	3.12%	9
2024 Q4	$4.74M	Buy	89,330 +3,884	+5%	+$183K	4.05%	6
2024 Q3	$2.85M	Buy	85,446 +34,356	+67%	+$1.19M	2.49%	15
2024 Q2	$1.74M	Buy	51,090 +2,530	+5%	+$94.5K	1.58%	20
2024 Q1	$1.97M	Buy	+48,560	New	+$1.51M	1.82%	20

Other funds holding IBIT

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

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Upper Left Wealth Management's IBIT Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q3 2026, selling an estimated $791K and leaving 143,923 shares worth $6.81M. The position accounts for 3.54% of the portfolio, ranked #6.

Upper Left Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 322 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Upper Left Wealth Management held 143,923 shares of iShares Bitcoin Trust worth $6.81M as of Q3 2026.
Upper Left Wealth Management sold 19,627 iShares Bitcoin Trust shares in Q3 2026, an estimated $791K.
iShares Bitcoin Trust made up 3.54% of Upper Left Wealth Management's portfolio in Q3 2026, its #6 holding.
Upper Left Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
322 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.