Watchman Group
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Watchman Group’s iShares Bitcoin Trust IBIT Stock Holding History

Watchman Group’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 		$345K Sell
7,287
-140
-2% -$5.65K 0.08% 65
2026
Q2 		$247K Buy
+7,427
New +$302K 0.06% 68
2025
Q4 		– Sell
-6,487
Closed -$422K – 80
2025
Q3 		$422K Buy
+6,487
New +$422K 0.1% 61

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Watchman Group's IBIT Position: Q3 2026 in Review

Watchman Group reduced its iShares Bitcoin Trust (IBIT) stake by 1.9% in Q3 2026, selling an estimated $5.65K and leaving 7,287 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #65.

Watchman Group first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q3 2025. 457 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Watchman Group held 7,287 shares of iShares Bitcoin Trust worth $345K as of Q3 2026.
  • Watchman Group sold 140 iShares Bitcoin Trust shares in Q3 2026, an estimated $5.65K.
  • iShares Bitcoin Trust made up 0.08% of Watchman Group's portfolio in Q3 2026, its #65 holding.
  • Watchman Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Watchman Group's iShares Bitcoin Trust position peaked at $422K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.