STERLING INVESTMENT ADVISORS LLC /ADV ETHA β€” ISHARES ETHEREUM TR

Ownership history in STERLING INVESTMENT ADVISORS LLC /ADV  Β·  3 quarters on record

AI Ownership Summary

STERLING INVESTMENT ADVISORS LLC /ADV reported ISHARES ETHEREUM TR (ETHA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.48% in 2025 Q3. The latest visible filing shows ETHA at 3.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STERLING INVESTMENT ADVISORS LLC /ADV's position in ISHARES ETHEREUM TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETHA was reported at 3.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.48% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STERLING INVESTMENT ADVISORS LLC /ADV held ETHA β€” position size vs. price
% of Fund (quarterly)    ETHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 425,007 +145,054 +51.8% 3.23% $6.7M 2026-04-14 $17.49
2025 Q4 ADDED β€” β€” β€” 279,953 +56,859 +25.5% 3.04% $6.3M 2026-01-14 $25.59
2025 Q3 INITIATED β€” β€” β€” 223,094 β€” β€” 3.48% $7.0M 2025-10-29 $29.52

🏒 Other funds also holding ETHA

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.02% Kozak & Associates, Inc. 3Y 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About STERLING INVESTMENT ADVISORS LLC /ADV and ETHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has STERLING INVESTMENT ADVISORS LLC /ADV reported owning ETHA?

STERLING INVESTMENT ADVISORS LLC /ADV reported ETHA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ETHA position in STERLING INVESTMENT ADVISORS LLC /ADV's portfolio?

The largest reported portfolio weight for ETHA was 3.48% in 2025 Q3.

What is the latest reported ETHA position on this page?

The most recent filing on this page is 2026 Q1, when STERLING INVESTMENT ADVISORS LLC /ADV reported 425,007 shares, equal to 3.23% of portfolio, with an estimated market value of $6.7M.

What does the chart on this ETHA ownership page compare?

The chart compares STERLING INVESTMENT ADVISORS LLC /ADV's quarterly ETHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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