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Cornerstone Planning Group’s iShares Bitcoin Trust IBIT Stock Holding History

Cornerstone Planning 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 		$658K Buy
17,635
+1,915
+12% +$77.9K 0.08% 91
2026
Q1 		$728K Buy
15,720
+7,831
+99% +$339K 0.1% 83
2025
Q4 		$398K Buy
7,889
+494
+7% +$28.1K 0.06% 94
2025
Q3 		$447K Buy
7,395
+1,743
+31% +$113K 0.07% 89
2025
Q2 		$365K Buy
5,652
+239
+4% +$13.4K 0.07% 59
2025
Q1 		$288K Buy
5,413
+711
+15% +$37.6K 0.07% 71
2024
Q4 		$271K Hold
4,702
– – 0.07% 61
2024
Q3 		$194K Hold
4,702
– – 0.05% 71
2024
Q2 		$143K Buy
4,702
+4,652
+9,304% +$174K 0.04% 104
2024
Q1 		$1.77K Buy
+50
New +$1.56K ﹤0.01% 681

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cornerstone Planning Group's IBIT Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $77.9K and bringing the position to 17,635 shares worth $658K. The position accounts for 0.08% of the portfolio, ranked #91.

Cornerstone Planning Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $728K in Q1 2026. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cornerstone Planning Group held 17,635 shares of iShares Bitcoin Trust worth $658K as of Q2 2026.
  • Cornerstone Planning Group bought 1,915 iShares Bitcoin Trust shares in Q2 2026, an estimated $77.9K.
  • iShares Bitcoin Trust made up 0.08% of Cornerstone Planning Group's portfolio in Q2 2026, its #91 holding.
  • Cornerstone Planning Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's iShares Bitcoin Trust position peaked at $728K in Q1 2026.
  • 933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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