AFP
IBIT icon

ATX Financial Planning’s iShares Bitcoin Trust IBIT Stock Holding History

ATX Financial Planning’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 		$293K Buy
8,787
+126
+1% +$5.13K 0.19% 70
2026
Q1 		$333K Sell
8,661
-25
-0.3% -$1.08K 0.25% 61
2025
Q4 		$431K Buy
+8,686
New +$493K 0.33% 59

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

ATX Financial Planning's IBIT Position: Q2 2026 in Review

ATX Financial Planning increased its iShares Bitcoin Trust (IBIT) stake by 1.5% in Q2 2026, buying an estimated $5.13K and bringing the position to 8,787 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #70.

ATX Financial Planning first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $431K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • ATX Financial Planning held 8,787 shares of iShares Bitcoin Trust worth $293K as of Q2 2026.
  • ATX Financial Planning bought 126 iShares Bitcoin Trust shares in Q2 2026, an estimated $5.13K.
  • iShares Bitcoin Trust made up 0.19% of ATX Financial Planning's portfolio in Q2 2026, its #70 holding.
  • ATX Financial Planning first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's iShares Bitcoin Trust position peaked at $431K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.