James T. Borello RIA
IBIT icon

James T. Borello RIA’s iShares Bitcoin Trust IBIT Stock Holding History

James T. Borello RIA’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 		$177K Hold
3,746
– – 0.04% 119
2026
Q2 		$125K Hold
3,746
– – 0.03% 146
2026
Q1 		$144K Hold
3,746
– – 0.04% 128
2025
Q4 		$186K Hold
3,746
– – 0.05% 104
2025
Q3 		$243K Hold
3,746
– – 0.07% 85
2025
Q2 		$229K Hold
3,746
– – 0.07% 79
2025
Q1 		$175K Buy
3,746
+373
+11% +$19.7K 0.06% 80
2024
Q4 		$179K Hold
3,373
– – 0.07% 78
2024
Q3 		$122K Hold
3,373
– – 0.05% 81
2024
Q2 		$115K Hold
3,373
– – 0.05% 76
2024
Q1 		$137K Buy
+3,373
New +$105K 0.06% 71

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 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
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

James T. Borello RIA's IBIT Position: Q3 2026 in Review

James T. Borello RIA held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 3,746 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #119.

James T. Borello RIA first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $243K in Q3 2025. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • James T. Borello RIA held 3,746 shares of iShares Bitcoin Trust worth $177K as of Q3 2026.
  • James T. Borello RIA left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #119 holding.
  • James T. Borello RIA first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • James T. Borello RIA's iShares Bitcoin Trust position peaked at $243K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.