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AFG Fiduciary Services’s iShares Bitcoin Trust IBIT Stock Holding History

AFG Fiduciary Services’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 		$314K Sell
9,015
-4,033
-31% -$164K 0.24% 50
2026
Q1 		$516K Buy
13,048
+1,311
+11% +$56.8K 0.3% 55
2025
Q4 		$598K Sell
11,737
-1,313
-10% -$74.6K 0.35% 48
2025
Q3 		$870K Sell
13,050
-2,125
-14% -$138K 0.5% 43
2025
Q2 		$908K Sell
15,175
-1,925
-11% -$108K 0.58% 39
2025
Q1 		$801K Buy
17,100
+9,225
+117% +$488K 0.59% 37
2024
Q4 		$446K Buy
+7,875
New +$372K 0.31% 46

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

AFG Fiduciary Services's IBIT Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Bitcoin Trust (IBIT) stake by 31% in Q2 2026, selling an estimated $164K and leaving 9,015 shares worth $314K. The position accounts for 0.24% of the portfolio, ranked #50.

AFG Fiduciary Services first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $908K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • AFG Fiduciary Services held 9,015 shares of iShares Bitcoin Trust worth $314K as of Q2 2026.
  • AFG Fiduciary Services sold 4,033 iShares Bitcoin Trust shares in Q2 2026, an estimated $164K.
  • iShares Bitcoin Trust made up 0.24% of AFG Fiduciary Services's portfolio in Q2 2026, its #50 holding.
  • AFG Fiduciary Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • AFG Fiduciary Services's iShares Bitcoin Trust position peaked at $908K in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.