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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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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. 253 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.
  • 253 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.