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Action Point Financial Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Action Point Financial Planning’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 		$178K Buy
+5,146
New +$209K 0.02% 464

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

Action Point Financial Planning's IBIT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 5,146 shares worth $178K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings.

1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Action Point Financial Planning held 5,146 shares of iShares Bitcoin Trust worth $178K as of Q2 2026.
  • iShares Bitcoin Trust was a new Action Point Financial Planning position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #464 holding.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.