Financial Enhancement Group’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Enhancement Group’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	$3.7M	Buy	111,245 +3,858	+4%	+$157K	0.44%	57
2026 Q1	$4.72M	Buy	107,387 +28,415	+36%	+$1.23M	0.58%	50
2025 Q4	$4.04M	Buy	78,972 +2,422	+3%	+$138K	0.53%	53
2025 Q3	$5.36M	Sell	76,550 -819	-1%	-$53.3K	0.72%	45
2025 Q2	$5.2M	Buy	77,369 +6,685	+9%	+$375K	0.74%	42
2025 Q1	$3.68M	Buy	70,684 +2,198	+3%	+$116K	0.57%	48
2024 Q4	$3.64M	Buy	+68,486	New	+$3.23M	0.56%	48
2024 Q3	–	Sell	-78,830	Closed	-$2.84M	–	126
2024 Q2	$2.84M	Buy	78,830 +1,673	+2%	+$62.5K	0.46%	54
2024 Q1	$2.94M	Buy	+77,157	New	+$2.41M	0.48%	56

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

Financial Enhancement Group's IBIT Position: Q2 2026 in Review

Financial Enhancement Group increased its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q2 2026, buying an estimated $157K and bringing the position to 111,245 shares worth $3.7M. The position accounts for 0.44% of the portfolio, ranked #57.

Financial Enhancement Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.36M in Q3 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Financial Enhancement Group held 111,245 shares of iShares Bitcoin Trust worth $3.7M as of Q2 2026.
Financial Enhancement Group bought 3,858 iShares Bitcoin Trust shares in Q2 2026, an estimated $157K.
iShares Bitcoin Trust made up 0.44% of Financial Enhancement Group's portfolio in Q2 2026, its #57 holding.
Financial Enhancement Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Financial Enhancement Group's iShares Bitcoin Trust position peaked at $5.36M in Q3 2025.
1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.