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Advisornet Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Advisornet Financial’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 		$306K Buy
9,185
+160
+2% +$6.51K 0.01% 530
2026
Q1 		$347K Buy
9,025
+2,387
+36% +$103K 0.02% 474
2025
Q4 		$330K Sell
6,638
-8,937
-57% -$508K 0.02% 481
2025
Q3 		$1.01M Buy
15,575
+4,490
+41% +$292K 0.06% 250
2025
Q2 		$679K Buy
11,085
+4,516
+69% +$253K 0.04% 315
2025
Q1 		$307K Buy
6,569
+3,918
+148% +$207K 0.02% 443
2024
Q4 		$141K Buy
2,651
+911
+52% +$43K 0.01% 587
2024
Q3 		$62.9K Hold
1,740
– – ﹤0.01% 834
2024
Q2 		$59.4K Buy
+1,740
New +$65K 0.01% 766

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

Advisornet Financial's IBIT Position: Q2 2026 in Review

Advisornet Financial increased its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q2 2026, buying an estimated $6.51K and bringing the position to 9,185 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #530.

Advisornet Financial first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Advisornet Financial held 9,185 shares of iShares Bitcoin Trust worth $306K as of Q2 2026.
  • Advisornet Financial bought 160 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.51K.
  • iShares Bitcoin Trust made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #530 holding.
  • Advisornet Financial first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Advisornet Financial's iShares Bitcoin Trust position peaked at $1.01M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.