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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

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
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

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. 295 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.
  • 295 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.