Dynamic Advisor Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Dynamic Advisor Solutions’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	$3.79M	Sell	113,748 -18,249	-14%	-$742K	0.11%	203
2026 Q1	$5.07M	Buy	131,997 +30,374	+30%	+$1.32M	0.16%	144
2025 Q4	$5.05M	Buy	101,623 +60,503	+147%	+$3.44M	0.16%	143
2025 Q3	$2.67M	Buy	41,120 +22,882	+125%	+$1.49M	0.08%	255
2025 Q2	$1.12M	Buy	18,238 +9,987	+121%	+$560K	0.03%	424
2025 Q1	$386K	Sell	8,251 -3,545	-30%	-$188K	0.01%	643
2024 Q4	$626K	Buy	11,796 +4,968	+73%	+$235K	0.03%	393
2024 Q3	$247K	Buy	+6,828	New	+$237K	0.01%	822

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

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

Dynamic Advisor Solutions's IBIT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, selling an estimated $742K and leaving 113,748 shares worth $3.79M. The position accounts for 0.11% of the portfolio, ranked #203.

Dynamic Advisor Solutions first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.07M in Q1 2026. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Dynamic Advisor Solutions held 113,748 shares of iShares Bitcoin Trust worth $3.79M as of Q2 2026.
Dynamic Advisor Solutions sold 18,249 iShares Bitcoin Trust shares in Q2 2026, an estimated $742K.
iShares Bitcoin Trust made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #203 holding.
Dynamic Advisor Solutions first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's iShares Bitcoin Trust position peaked at $5.07M in Q1 2026.
285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.