FP
IBIT icon

Fiduciary Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Fiduciary Planning’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 		$326K Hold
9,794
– – 0.09% 59
2026
Q1 		$376K Sell
9,794
-10,591
-52% -$459K 0.11% 56
2025
Q4 		$1.01M Sell
20,385
-541
-3% -$30.7K 0.31% 34
2025
Q3 		$1.36M Buy
20,926
+304
+1% +$19.8K 0.42% 33
2025
Q2 		$1.26M Buy
20,622
+1,706
+9% +$95.6K 0.42% 33
2025
Q1 		$885K Buy
18,916
+3,960
+26% +$210K 0.29% 38
2024
Q4 		$793K Buy
+14,956
New +$706K 0.26% 42

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fiduciary Planning's IBIT Position: Q2 2026 in Review

Fiduciary Planning held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 9,794 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #59.

Fiduciary Planning first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Fiduciary Planning held 9,794 shares of iShares Bitcoin Trust worth $326K as of Q2 2026.
  • Fiduciary Planning left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.09% of Fiduciary Planning's portfolio in Q2 2026, its #59 holding.
  • Fiduciary Planning first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Planning's iShares Bitcoin Trust position peaked at $1.36M in Q3 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.