Cornerstone Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Cornerstone Advisory’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	$2.06M	Buy	61,949 +3,176	+5%	+$129K	0.17%	85
2026 Q1	$2.26M	Buy	58,773 +8,938	+18%	+$387K	0.21%	73
2025 Q4	$2.47M	Buy	49,835 +13,274	+36%	+$754K	0.24%	66
2025 Q3	$2.38M	Buy	36,561 +4,568	+14%	+$297K	0.23%	61
2025 Q2	$1.96M	Buy	31,993 +2,782	+10%	+$156K	0.21%	66
2025 Q1	$1.58M	Buy	29,211 +1,212	+4%	+$64.2K	0.18%	70
2024 Q4	$1.55M	Buy	+27,999	New	+$1.32M	0.18%	72

Other funds holding IBIT

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

AFAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cornerstone Advisory's IBIT Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares Bitcoin Trust (IBIT) stake by 5.4% in Q2 2026, buying an estimated $129K and bringing the position to 61,949 shares worth $2.06M. The position accounts for 0.17% of the portfolio, ranked #85.

Cornerstone Advisory first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2025. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Cornerstone Advisory held 61,949 shares of iShares Bitcoin Trust worth $2.06M as of Q2 2026.
Cornerstone Advisory bought 3,176 iShares Bitcoin Trust shares in Q2 2026, an estimated $129K.
iShares Bitcoin Trust made up 0.17% of Cornerstone Advisory's portfolio in Q2 2026, its #85 holding.
Cornerstone Advisory first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Cornerstone Advisory's iShares Bitcoin Trust position peaked at $2.47M in Q4 2025.
606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.