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Ishares Bitcoin Tr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 24k 65.00
2025-06-30 $1.2M 20k 61.21

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Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Ishares Bitcoin Tr

Jane Street
Susquehanna International
Goldman Sachs Group
Brevan Howard Capital Management
Citadel Advisors
Millennium Management
Castle Hook Partners
Avenir Tech
Symmetry Investments
Weiss Asset Management LP[1
BlackRock
Belvedere Trading
Capula Management
Hudson Bay Capital Management
Mubadala Investment Co PJSC

View all funds holding Ishares Bitcoin Tr