Valeo Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Valeo Financial Advisors’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	$4.14M	Buy	87,371 +3,866	+5%	+$156K	0.09%	109
2026 Q2	$2.78M	Sell	83,505 -3,125	-4%	-$127K	0.06%	137
2026 Q1	$3.33M	Buy	86,630 +4,251	+5%	+$184K	0.08%	114
2025 Q4	$4.09M	Buy	82,379 +43,349	+111%	+$2.46M	0.09%	108
2025 Q3	$2.54M	Sell	39,030 -25,469	-39%	-$1.66M	0.06%	142
2025 Q2	$3.95M	Buy	64,499 +23,647	+58%	+$1.33M	0.1%	106
2025 Q1	$1.91M	Buy	40,852 +18,749	+85%	+$993K	0.05%	166
2024 Q4	$1.17M	Buy	+22,103	New	+$1.04M	0.03%	226

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Valeo Financial Advisors's IBIT Position: Q3 2026 in Review

Valeo Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 4.6% in Q3 2026, buying an estimated $156K and bringing the position to 87,371 shares worth $4.14M. The position accounts for 0.09% of the portfolio, ranked #109.

Valeo Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Valeo Financial Advisors held 87,371 shares of iShares Bitcoin Trust worth $4.14M as of Q3 2026.
Valeo Financial Advisors bought 3,866 iShares Bitcoin Trust shares in Q3 2026, an estimated $156K.
iShares Bitcoin Trust made up 0.09% of Valeo Financial Advisors's portfolio in Q3 2026, its #109 holding.
Valeo Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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