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Kestra Advisory Services, LLC → IBIT

Kestra Advisory Services, LLC IBIT Position History

iShares Bitcoin Trust ETF • Financial Services

Quarters held
10
Latest value
$2M
Q3 2026
Peak value
$16.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$982K
Q3 2025$14M
Q4 2025$1000K
Q4 2025$13.4M
Q1 2026$2.3M
Q1 2026$11.8M
Q2 2026$10M
Q2 2026$1.6M
Q3 2026$16.4M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M50.9K——
Q3 2026$16.4M346.9K——
Q2 2026$1.6M41.9K——
Q2 2026$10M301.3K——
Q1 2026$11.8M307.7K——
Q1 2026$2.3M64.4K——
Q4 2025$13.4M270.6K——
Q4 2025$1000K27.7K——
Q3 2025$14M215.1K——
Q3 2025$982K27.9K——

Other funds holding IBIT

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Kestra Advisory Services, LLC IBIT Holdings: 13F Position History | Track13F