XY Planning Network
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XY Planning Network’s iShares Bitcoin Trust IBIT Stock Holding History

XY Planning Network’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 		$394K Sell
8,330
-143
-2% -$5.77K 0.04% 279
2026
Q2 		$282K Buy
8,473
+1,719
+25% +$69.9K 0.04% 293
2026
Q1 		$261K Buy
6,754
+2,147
+47% +$93K 0.04% 248
2025
Q4 		$229K Buy
4,607
+825
+22% +$46.9K 0.04% 239
2025
Q3 		$231K Hold
3,782
– – 0.08% 161
2025
Q2 		$231K Buy
+3,782
New +$212K 0.08% 161

Other funds holding IBIT

Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's IBIT Position: Q3 2026 in Review

XY Planning Network reduced its iShares Bitcoin Trust (IBIT) stake by 1.7% in Q3 2026, selling an estimated $5.77K and leaving 8,330 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #279.

XY Planning Network first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • XY Planning Network held 8,330 shares of iShares Bitcoin Trust worth $394K as of Q3 2026.
  • XY Planning Network sold 143 iShares Bitcoin Trust shares in Q3 2026, an estimated $5.77K.
  • iShares Bitcoin Trust made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #279 holding.
  • XY Planning Network first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.