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Abacus Planning Group’s iShares Bitcoin Trust IBIT Stock Holding History

Abacus Planning Group’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
83,475
-1,782
-2% -$72.5K 0.34% 42
2026
Q1 		$3.28M Buy
+85,257
New +$3.69M 0.44% 28

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Abacus Planning Group's IBIT Position: Q2 2026 in Review

Abacus Planning Group reduced its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q2 2026, selling an estimated $72.5K and leaving 83,475 shares worth $2.78M. The position accounts for 0.34% of the portfolio, ranked #42.

Abacus Planning Group first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.28M in Q1 2026. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Abacus Planning Group held 83,475 shares of iShares Bitcoin Trust worth $2.78M as of Q2 2026.
  • Abacus Planning Group sold 1,782 iShares Bitcoin Trust shares in Q2 2026, an estimated $72.5K.
  • iShares Bitcoin Trust made up 0.34% of Abacus Planning Group's portfolio in Q2 2026, its #42 holding.
  • Abacus Planning Group first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Abacus Planning Group's iShares Bitcoin Trust position peaked at $3.28M in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.