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Blue Square Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Blue Square Asset Management’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 		$1.55M Buy
46,534
+21,891
+89% +$890K 0.63% 34
2026
Q1 		$947K Buy
24,643
+242
+1% +$10.5K 0.45% 38
2025
Q4 		$1.21M Buy
24,401
+3,000
+14% +$170K 0.54% 34
2025
Q3 		$1.39M Buy
+21,401
New +$1.39M 0.61% 33

Other funds holding IBIT

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
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
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Blue Square Asset Management's IBIT Position: Q2 2026 in Review

Blue Square Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 89% in Q2 2026, buying an estimated $890K and bringing the position to 46,534 shares worth $1.55M. The position accounts for 0.63% of the portfolio, ranked #34.

Blue Square Asset Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Blue Square Asset Management held 46,534 shares of iShares Bitcoin Trust worth $1.55M as of Q2 2026.
  • Blue Square Asset Management bought 21,891 iShares Bitcoin Trust shares in Q2 2026, an estimated $890K.
  • iShares Bitcoin Trust made up 0.63% of Blue Square Asset Management's portfolio in Q2 2026, its #34 holding.
  • Blue Square Asset Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.