AWM
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Alterna Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Alterna Wealth Management’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 		$794K Buy
23,844
+52
+0.2% +$2.12K 0.46% 56
2026
Q1 		$914K Buy
23,792
+12,939
+119% +$560K 0.69% 39
2025
Q4 		$539K Buy
10,853
+675
+7% +$38.3K 0.45% 58
2025
Q3 		$662K Buy
10,178
+3,182
+45% +$207K 0.54% 51
2025
Q2 		$428K Buy
+6,996
New +$392K 0.34% 64

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
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

Alterna Wealth Management's IBIT Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 0.22% in Q2 2026, buying an estimated $2.12K and bringing the position to 23,844 shares worth $794K. The position accounts for 0.46% of the portfolio, ranked #56.

Alterna Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $914K in Q1 2026. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Alterna Wealth Management held 23,844 shares of iShares Bitcoin Trust worth $794K as of Q2 2026.
  • Alterna Wealth Management bought 52 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.12K.
  • iShares Bitcoin Trust made up 0.46% of Alterna Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Alterna Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Alterna Wealth Management's iShares Bitcoin Trust position peaked at $914K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.