Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthcare Advisory Partners’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 		$5.39M Buy
113,799
+55,668
+96% +$2.24M 0.09% 191
2026
Q2 		$1.94M Sell
58,131
-31,358
-35% -$1.28M 0.04% 372
2026
Q1 		$3.44M Buy
89,489
+10,116
+13% +$438K 0.07% 252
2025
Q4 		$3.94M Buy
79,373
+17,718
+29% +$1.01M 0.08% 213
2025
Q3 		$4.01M Buy
61,655
+5,592
+10% +$364K 0.08% 199
2025
Q2 		$3.43M Buy
56,063
+22,381
+66% +$1.25M 0.08% 210
2025
Q1 		$1.58M Buy
33,682
+24,576
+270% +$1.3M 0.04% 344
2024
Q4 		$483K Buy
+9,106
New +$430K 0.01% 574

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wealthcare Advisory Partners's IBIT Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares Bitcoin Trust (IBIT) stake by 96% in Q3 2026, buying an estimated $2.24M and bringing the position to 113,799 shares worth $5.39M. The position accounts for 0.09% of the portfolio, ranked #191.

Wealthcare Advisory Partners first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Wealthcare Advisory Partners held 113,799 shares of iShares Bitcoin Trust worth $5.39M as of Q3 2026.
  • Wealthcare Advisory Partners bought 55,668 iShares Bitcoin Trust shares in Q3 2026, an estimated $2.24M.
  • iShares Bitcoin Trust made up 0.09% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #191 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.