Avid Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Avid Wealth Partners’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	$2.12M	Buy	63,747 +15,790	+33%	+$642K	1.03%	19
2026 Q1	$1.84M	Buy	47,957 +9,285	+24%	+$402K	0.87%	20
2025 Q4	$1.92M	Buy	38,672 +7,235	+23%	+$411K	0.94%	23
2025 Q3	$2.04M	Buy	31,437 +982	+3%	+$63.9K	1.02%	20
2025 Q2	$1.86M	Buy	30,455 +2,284	+8%	+$128K	1.07%	21
2025 Q1	$1.32M	Buy	28,171 +21,859	+346%	+$1.16M	0.89%	22
2024 Q4	$335K	Buy	6,312 +104	+2%	+$4.91K	0.24%	35
2024 Q3	$224K	Buy	+6,208	New	+$216K	0.16%	36
2024 Q2	–	Sell	-5,808	Closed	-$235K	–	42
2024 Q1	$235K	Buy	+5,808	New	+$181K	0.19%	36

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

Avid Wealth Partners's IBIT Position: Q2 2026 in Review

Avid Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 33% in Q2 2026, buying an estimated $642K and bringing the position to 63,747 shares worth $2.12M. The position accounts for 1.03% of the portfolio, ranked #19.

Avid Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 774 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Avid Wealth Partners held 63,747 shares of iShares Bitcoin Trust worth $2.12M as of Q2 2026.
Avid Wealth Partners bought 15,790 iShares Bitcoin Trust shares in Q2 2026, an estimated $642K.
iShares Bitcoin Trust made up 1.03% of Avid Wealth Partners's portfolio in Q2 2026, its #19 holding.
Avid Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
774 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.