VestGen Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

VestGen 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	$4.24M	Sell	89,496 -19,356	-18%	-$781K	0.13%	157
2026 Q2	$3.62M	Sell	108,852 -40,131	-27%	-$1.63M	0.11%	193
2026 Q1	$6.82M	Buy	148,983 +37,063	+33%	+$1.6M	0.18%	111
2025 Q4	$5.56M	Sell	111,920 -8,106	-7%	-$460K	0.24%	98
2025 Q3	$7.8M	Buy	120,026 +40,153	+50%	+$2.61M	0.26%	85
2025 Q2	$4.93M	Buy	79,873 +13,731	+21%	+$769K	0.2%	114
2025 Q1	$3.1M	Buy	+66,142	New	+$3.5M	0.14%	148

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 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

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

VestGen Advisors's IBIT Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q3 2026, selling an estimated $781K and leaving 89,496 shares worth $4.24M. The position accounts for 0.13% of the portfolio, ranked #157.

VestGen Advisors first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.8M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

VestGen Advisors held 89,496 shares of iShares Bitcoin Trust worth $4.24M as of Q3 2026.
VestGen Advisors sold 19,356 iShares Bitcoin Trust shares in Q3 2026, an estimated $781K.
iShares Bitcoin Trust made up 0.13% of VestGen Advisors's portfolio in Q3 2026, its #157 holding.
VestGen Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Bitcoin Trust position peaked at $7.8M in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.