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BFI Wealth Solutions, LLC → IBIT

BFI Wealth Solutions, LLC IBIT Position History

iShares Bitcoin Trust ETF • Financial Services

Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q1 2026$2.9M
Q2 2026$3M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M78.2K——
Q2 2026$3M79.0K——
Q1 2026$2.9M79.7K——
Q4 2025$2.9M80.3K——

Other funds holding IBIT

Other BFI Wealth Solutions, LLC positions

BTCW

WISDOMTREE TR

$13.2M
BTCW

WISDOMTREE TR

$12.3M
BTCW

WISDOMTREE TR

$11.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.5M
BTCW

WISDOMTREE TR

$6.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.8M