Vontobel Holding’s iShares Bitcoin Trust IBIT Stock Holding History

Vontobel Holding’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	$1.85M	Sell	39,006 -6,288	-14%	-$254K	0.01%	655
2026 Q2	$1.51M	Buy	45,294 +36,916	+441%	+$1.5M	﹤0.01%	696
2026 Q1	$322K	Sell	8,378 -93,972	-92%	-$4.07M	﹤0.01%	986
2025 Q4	$5.08M	Buy	102,350 +8,364	+9%	+$475K	0.02%	386
2025 Q3	$6.11M	Buy	93,986 +43,236	+85%	+$2.81M	0.02%	341
2025 Q2	$3.11M	Buy	50,750 +25,843	+104%	+$1.45M	0.01%	445
2025 Q1	$1.17M	Buy	+24,907	New	+$1.32M	﹤0.01%	543

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

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

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Vontobel Holding's IBIT Position: Q3 2026 in Review

Vontobel Holding reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q3 2026, selling an estimated $254K and leaving 39,006 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #655.

Vontobel Holding first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.11M in Q3 2025. 1,027 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Vontobel Holding held 39,006 shares of iShares Bitcoin Trust worth $1.85M as of Q3 2026.
Vontobel Holding sold 6,288 iShares Bitcoin Trust shares in Q3 2026, an estimated $254K.
iShares Bitcoin Trust made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #655 holding.
Vontobel Holding first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
Vontobel Holding's iShares Bitcoin Trust position peaked at $6.11M in Q3 2025.
1,027 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.