SEC 13F Intelligence

Bosman Wealth Management, LLC / IBIT

Bosman Wealth Management, LLC’s Ishares Bitcoin Trust Etf Position

Does Bosman Wealth Management, LLC own Ishares Bitcoin Trust Etf (IBIT)? Yes — 91.2K shares worth $4M (+3.08% of its 13F portfolio) as of Q1 2026, up from 86.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
91.2K
% of Portfolio
+3.08%
Quarters Held
4
currently held

Position History IBIT

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.2K$4M+3.08%
Q4 202586.3K$4M+3.52%
Q3 2025103.8K$7M+5.23%
Q2 202557.2K$4M+3.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bosman Wealth Management, LLC’s full portfolio or all institutional holders of IBIT.