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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 		$28.4K Buy
600
+200
+50% +$8.06K ﹤0.01% 840
2026
Q2 		$13.3K Sell
400
-300
-43% -$12.2K ﹤0.01% 831
2026
Q1 		$26.9K Buy
700
+300
+75% +$13K ﹤0.01% 735
2025
Q4 		$19.9K Sell
400
-200
-33% -$11.4K ﹤0.01% 825
2025
Q3 		$39K Buy
+600
New +$39K ﹤0.01% 809

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

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. 75 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.
  • 75 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.