Fedenia Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Fedenia Advisers’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	$74.3K	Buy	+2,232	New	+$90.8K	0.02%	191
2026 Q1	–	Sell	-33,446	Closed	-$1.66M	–	125
2025 Q4	$1.66M	Sell	33,446 -244,850	-88%	-$13.9M	0.64%	47
2025 Q3	$18.1M	Sell	278,296 -14,751	-5%	-$960K	7.19%	2
2025 Q2	$17.9M	Buy	293,047 +201,650	+221%	+$11.3M	8.48%	1
2025 Q1	$4.28M	Buy	91,397 +1,568	+2%	+$83K	2.78%	6
2024 Q4	$4.77M	Buy	+89,829	New	+$4.24M	2.79%	7

Other funds holding IBIT

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

Fedenia Advisers's IBIT Position: Q2 2026 in Review

Fedenia Advisers opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 2,232 shares worth $74.3K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in IBIT as recently as Q4 2025.

Fedenia Advisers first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1M in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Fedenia Advisers held 2,232 shares of iShares Bitcoin Trust worth $74.3K as of Q2 2026.
iShares Bitcoin Trust was a new Fedenia Advisers position in Q2 2026.
iShares Bitcoin Trust made up 0.02% of Fedenia Advisers's portfolio in Q2 2026, its #191 holding.
Fedenia Advisers first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
Fedenia Advisers's iShares Bitcoin Trust position peaked at $18.1M in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.