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Benchmark Financial Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Benchmark Financial 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 		$355K Sell
10,660
-1,631
-13% -$66.3K 0.09% 102
2026
Q1 		$472K Buy
12,291
+1,780
+17% +$77.1K 0.13% 84
2025
Q4 		$522K Buy
10,511
+1,931
+23% +$110K 0.15% 71
2025
Q3 		$558K Buy
8,580
+1,000
+13% +$65K 0.17% 64
2025
Q2 		$464K Buy
+7,580
New +$425K 0.15% 68

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

Benchmark Financial Wealth Advisors's IBIT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $66.3K and leaving 10,660 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #102.

Benchmark Financial Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $558K in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 10,660 shares of iShares Bitcoin Trust worth $355K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 1,631 iShares Bitcoin Trust shares in Q2 2026, an estimated $66.3K.
  • iShares Bitcoin Trust made up 0.09% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Benchmark Financial Wealth Advisors's iShares Bitcoin Trust position peaked at $558K in Q3 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.