Baring Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Baring Financial’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	$1.99M	Buy	59,772 +3,156	+6%	+$128K	1.1%	24
2026 Q1	$2.18M	Sell	56,616 -2,210	-4%	-$95.7K	1.33%	24
2025 Q4	$2.92M	Sell	58,826 -2,298	-4%	-$131K	1.78%	22
2025 Q3	$3.97M	Buy	61,124 +7,858	+15%	+$511K	2.71%	18
2025 Q2	$3.26M	Buy	53,266 +13,166	+33%	+$738K	2.43%	18
2025 Q1	$1.88M	Buy	40,100 +17,310	+76%	+$916K	1.58%	24
2024 Q4	$1.21M	Buy	+22,790	New	+$1.08M	1.08%	32

Other funds holding IBIT

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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 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

Baring Financial's IBIT Position: Q2 2026 in Review

Baring Financial increased its iShares Bitcoin Trust (IBIT) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 59,772 shares worth $1.99M. The position accounts for 1.1% of the portfolio, ranked #24.

Baring Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.97M in Q3 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Baring Financial held 59,772 shares of iShares Bitcoin Trust worth $1.99M as of Q2 2026.
Baring Financial bought 3,156 iShares Bitcoin Trust shares in Q2 2026, an estimated $128K.
iShares Bitcoin Trust made up 1.1% of Baring Financial's portfolio in Q2 2026, its #24 holding.
Baring Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Baring Financial's iShares Bitcoin Trust position peaked at $3.97M in Q3 2025.
285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.