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Whalen Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Whalen Wealth Management’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 		$899K Buy
18,982
+7,094
+60% +$286K 0.38% 75
2026
Q2 		$396K Sell
11,888
-19,921
-63% -$810K 0.18% 137
2026
Q1 		$1.22M Buy
31,809
+23,831
+299% +$1.03M 0.65% 35
2025
Q4 		$396K Sell
7,978
-9,335
-54% -$530K 0.21% 137
2025
Q3 		$1.13M Buy
17,313
+4,661
+37% +$303K 0.66% 38
2025
Q2 		$774K Sell
12,652
-11,259
-47% -$631K 0.49% 60
2025
Q1 		$1.12M Buy
23,911
+18,660
+355% +$988K 0.75% 32
2024
Q4 		$279K Buy
+5,251
New +$248K 0.19% 100
2024
Q3 		– Sell
-8,656
Closed -$296K – 127
2024
Q2 		$296K Buy
8,656
+731
+9% +$27.3K 0.23% 77
2024
Q1 		$321K Buy
+7,925
New +$247K 0.24% 67

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

Whalen Wealth Management's IBIT Position: Q3 2026 in Review

Whalen Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 60% in Q3 2026, buying an estimated $286K and bringing the position to 18,982 shares worth $899K. The position accounts for 0.38% of the portfolio, ranked #75.

Whalen Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2026. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Whalen Wealth Management held 18,982 shares of iShares Bitcoin Trust worth $899K as of Q3 2026.
  • Whalen Wealth Management bought 7,094 iShares Bitcoin Trust shares in Q3 2026, an estimated $286K.
  • iShares Bitcoin Trust made up 0.38% of Whalen Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Whalen Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Whalen Wealth Management's iShares Bitcoin Trust position peaked at $1.22M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.