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CFO4Life Group’s iShares Bitcoin Trust IBIT Stock Holding History

CFO4Life Group’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 		– Sell
-6,682
Closed -$257K – 239
2026
Q1 		$257K Buy
6,682
+75
+1% +$3.25K 0.04% 176
2025
Q4 		$328K Sell
6,607
-330
-5% -$18.7K 0.05% 165
2025
Q3 		$451K Buy
6,937
+2,116
+44% +$138K 0.07% 136
2025
Q2 		$295K Buy
4,821
+16
+0.3% +$897 0.05% 173
2025
Q1 		$225K Buy
4,805
+1,016
+27% +$53.8K 0.04% 188
2024
Q4 		$201K Buy
+3,789
New +$179K 0.04% 201

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

CFO4Life Group's IBIT Position: Q2 2026 in Review

CFO4Life Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 6,682 shares — an estimated $257K sold.

CFO4Life Group first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $451K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CFO4Life Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • CFO4Life Group sold 6,682 iShares Bitcoin Trust shares in Q2 2026, an estimated $257K.
  • CFO4Life Group first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • CFO4Life Group's iShares Bitcoin Trust position peaked at $451K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.