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Doliver Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Doliver Advisors’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
Q1 		– Sell
-10,000
Closed -$617 – 183
2025
Q4 		$617 Buy
+10,000
New +$568K ﹤0.01% 176

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
FG
Franchise GP Grand Cayman $215M AUM

Doliver Advisors's IBIT Position: Q2 2026 in Review

Doliver Advisors increased its iShares Bitcoin Trust (IBIT) stake by 8.2% in Q2 2026, buying an estimated $93.8K and bringing the position to 30,313 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #69.

Doliver Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2025. 371 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Doliver Advisors held 30,313 shares of iShares Bitcoin Trust worth $1.01M as of Q2 2026.
  • Doliver Advisors bought 2,305 iShares Bitcoin Trust shares in Q2 2026, an estimated $93.8K.
  • iShares Bitcoin Trust made up 0.23% of Doliver Advisors's portfolio in Q2 2026, its #69 holding.
  • Doliver Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Doliver Advisors's iShares Bitcoin Trust position peaked at $1.36M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.