Cypress Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

Cypress Wealth 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	$597K	Buy	17,946 +643	+4%	+$26.2K	0.07%	211
2026 Q1	$665K	Sell	17,303 -151	-0.9%	-$6.54K	0.09%	174
2025 Q4	$867K	Buy	17,454 +1,540	+10%	+$87.5K	0.12%	137
2025 Q3	$1.03M	Buy	15,914 +353	+2%	+$23K	0.17%	99
2025 Q2	$952K	Buy	15,561 +644	+4%	+$36.1K	0.17%	104
2025 Q1	$698K	Buy	14,917 +2,614	+21%	+$138K	0.14%	119
2024 Q4	$653K	Buy	12,303 +4,938	+67%	+$233K	0.13%	121
2024 Q3	$266K	Buy	7,365 +1,241	+20%	+$43.1K	0.06%	223
2024 Q2	$209K	Buy	+6,124	New	+$229K	0.05%	240

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franchise GP Grand Cayman $215M AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Cypress Wealth Services's IBIT Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Bitcoin Trust (IBIT) stake by 3.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 17,946 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #211.

Cypress Wealth Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 353 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Cypress Wealth Services held 17,946 shares of iShares Bitcoin Trust worth $597K as of Q2 2026.
Cypress Wealth Services bought 643 iShares Bitcoin Trust shares in Q2 2026, an estimated $26.2K.
iShares Bitcoin Trust made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #211 holding.
Cypress Wealth Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Cypress Wealth Services's iShares Bitcoin Trust position peaked at $1.03M in Q3 2025.
353 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.