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Commonwealth Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Commonwealth Financial Services’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
-12,841
Closed -$493K – 325
2026
Q1 		$493K Sell
12,841
-605
-4% -$26.2K 0.08% 125
2025
Q4 		$668K Buy
13,446
+675
+5% +$38.3K 0.11% 104
2025
Q3 		$830K Buy
12,771
+350
+3% +$22.8K 0.14% 83
2025
Q2 		$760K Buy
12,421
+70
+0.6% +$3.92K 0.15% 84
2025
Q1 		$578K Buy
12,351
+944
+8% +$50K 0.12% 101
2024
Q4 		$605K Hold
11,407
– – 0.12% 93
2024
Q3 		$401K Hold
11,407
– – 0.08% 115
2024
Q2 		$367K Buy
+11,407
New +$426K 0.08% 115

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

Commonwealth Financial Services's IBIT Position: Q2 2026 in Review

Commonwealth Financial Services sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 12,841 shares — an estimated $493K sold.

Commonwealth Financial Services first reported a position in IBIT in Q2 2024 and held it in 8 quarters. The position peaked at $830K in Q3 2025. 273 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Commonwealth Financial Services reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 12,841 iShares Bitcoin Trust shares in Q2 2026, an estimated $493K.
  • Commonwealth Financial Services first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Commonwealth Financial Services's iShares Bitcoin Trust position peaked at $830K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.