Encompass Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Encompass Wealth 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 Q2	$490K	Buy	14,734 +4,857	+49%	+$198K	0.15%	62
2026 Q1	$379K	Buy	9,877 +2,687	+37%	+$116K	0.13%	71
2025 Q4	$357K	Sell	7,190 -470	-6%	-$26.7K	0.12%	76
2025 Q3	$498K	Buy	7,660 +165	+2%	+$10.7K	0.17%	66
2025 Q2	$459K	Buy	7,495 +965	+15%	+$54.1K	0.17%	68
2025 Q1	$306K	Sell	6,530 -278	-4%	-$14.7K	0.12%	80
2024 Q4	$361K	Buy	+6,808	New	+$321K	0.15%	76
2024 Q3	–	Sell	-7,247	Closed	-$247K	–	293
2024 Q2	$247K	Sell	7,247 -845	-10%	-$31.6K	0.07%	203
2024 Q1	$327K	Buy	+8,092	New	+$252K	0.09%	185

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Encompass Wealth Advisors's IBIT Position: Q2 2026 in Review

Encompass Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 49% in Q2 2026, buying an estimated $198K and bringing the position to 14,734 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #62.

Encompass Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $498K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Encompass Wealth Advisors held 14,734 shares of iShares Bitcoin Trust worth $490K as of Q2 2026.
Encompass Wealth Advisors bought 4,857 iShares Bitcoin Trust shares in Q2 2026, an estimated $198K.
iShares Bitcoin Trust made up 0.15% of Encompass Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Encompass Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Encompass Wealth Advisors's iShares Bitcoin Trust position peaked at $498K in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.