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BFSG LLC’s iShares Bitcoin Trust IBIT Stock Holding History

BFSG LLC’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 		$120K Buy
3,610
+150
+4% +$6.1K 0.01% 347
2026
Q1 		$133K Buy
3,460
+225
+7% +$9.74K 0.01% 328
2025
Q4 		$161K Buy
3,235
+278
+9% +$15.8K 0.02% 292
2025
Q3 		$192K Buy
2,957
+1,300
+78% +$84.6K 0.02% 275
2025
Q2 		$101K Buy
1,657
+825
+99% +$46.2K 0.01% 321
2025
Q1 		$38.9K Sell
832
-704
-46% -$37.3K ﹤0.01% 393
2024
Q4 		$81.5K Buy
1,536
+76
+5% +$3.59K 0.01% 335
2024
Q3 		$52.8K Buy
1,460
+100
+7% +$3.47K 0.01% 377
2024
Q2 		$46.4K Buy
1,360
+350
+35% +$13.1K 0.01% 369
2024
Q1 		$40.9K Buy
+1,010
New +$31.5K 0.01% 390

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

BFSG LLC's IBIT Position: Q2 2026 in Review

BFSG LLC increased its iShares Bitcoin Trust (IBIT) stake by 4.3% in Q2 2026, buying an estimated $6.1K and bringing the position to 3,610 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #347.

BFSG LLC first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $192K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • BFSG LLC held 3,610 shares of iShares Bitcoin Trust worth $120K as of Q2 2026.
  • BFSG LLC bought 150 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.1K.
  • iShares Bitcoin Trust made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #347 holding.
  • BFSG LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • BFSG LLC's iShares Bitcoin Trust position peaked at $192K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.