Atlas Private Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Atlas Private Wealth Advisors’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	$540K	Buy	16,225 +3,898	+32%	+$159K	0.12%	83
2026 Q1	$474K	Buy	12,327 +1,426	+13%	+$61.7K	0.11%	83
2025 Q4	$541K	Buy	10,901 +850	+8%	+$48.3K	0.13%	78
2025 Q3	$653K	Sell	10,051 -7,589	-43%	-$494K	0.16%	73
2025 Q2	$1.08M	Buy	17,640 +6,034	+52%	+$338K	0.14%	78
2025 Q1	$543K	Buy	+11,606	New	+$614K	0.08%	108

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Atlas Private Wealth Advisors's IBIT Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, buying an estimated $159K and bringing the position to 16,225 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #83.

Atlas Private Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 787 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Atlas Private Wealth Advisors held 16,225 shares of iShares Bitcoin Trust worth $540K as of Q2 2026.
Atlas Private Wealth Advisors bought 3,898 iShares Bitcoin Trust shares in Q2 2026, an estimated $159K.
iShares Bitcoin Trust made up 0.12% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Atlas Private Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Atlas Private Wealth Advisors's iShares Bitcoin Trust position peaked at $1.08M in Q2 2025.
787 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.