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Client 1st Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

Client 1st Advisory 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
-5,207
Closed -$200K – 146
2026
Q1 		$200K Hold
5,207
– – 0.06% 136
2025
Q4 		$259K Buy
5,207
+744
+17% +$42.3K 0.08% 120
2025
Q3 		$290K Buy
+4,463
New +$290K 0.1% 106

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

Client 1st Advisory Group's IBIT Position: Q2 2026 in Review

Client 1st Advisory Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,207 shares — an estimated $200K sold.

Client 1st Advisory Group first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $290K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Client 1st Advisory Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 5,207 iShares Bitcoin Trust shares in Q2 2026, an estimated $200K.
  • Client 1st Advisory Group first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Client 1st Advisory Group's iShares Bitcoin Trust position peaked at $290K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.