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Center for Financial Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Center for Financial Planning’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 		$43.3K Hold
1,300
– – ﹤0.01% 340
2026
Q1 		$49.9K Buy
+1,300
New +$56.3K 0.01% 301

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Center for Financial Planning's IBIT Position: Q2 2026 in Review

Center for Financial Planning held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,300 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Center for Financial Planning first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $49.9K in Q1 2026. 934 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Center for Financial Planning held 1,300 shares of iShares Bitcoin Trust worth $43.3K as of Q2 2026.
  • Center for Financial Planning left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #340 holding.
  • Center for Financial Planning first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Center for Financial Planning's iShares Bitcoin Trust position peaked at $49.9K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.