Financial Futures’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Futures’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	$1.29M	Sell	38,644 -6,630	-15%	-$270K	0.49%	32
2026 Q1	$1.74M	Buy	45,274 +7,747	+21%	+$335K	0.76%	24
2025 Q4	$1.86M	Buy	37,527 +4,675	+14%	+$266K	0.86%	23
2025 Q3	$2.14M	Sell	32,852 -296	-0.9%	-$19.3K	1.04%	22
2025 Q2	$2.03M	Buy	33,148 +1,150	+4%	+$64.4K	1.09%	20
2025 Q1	$1.5M	Sell	31,998 -4,197	-12%	-$222K	0.85%	23
2024 Q4	$1.92M	Sell	36,195 -19,764	-35%	-$933K	1.09%	22
2024 Q3	$2.02M	Buy	55,959 +2,084	+4%	+$72.4K	1.16%	24
2024 Q2	$1.84M	Buy	53,875 +19,960	+59%	+$746K	1.14%	23
2024 Q1	$1.37M	Buy	+33,915	New	+$1.06M	0.91%	24

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Financial Futures's IBIT Position: Q2 2026 in Review

Financial Futures reduced its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, selling an estimated $270K and leaving 38,644 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #32.

Financial Futures first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q3 2025. 677 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Financial Futures held 38,644 shares of iShares Bitcoin Trust worth $1.29M as of Q2 2026.
Financial Futures sold 6,630 iShares Bitcoin Trust shares in Q2 2026, an estimated $270K.
iShares Bitcoin Trust made up 0.49% of Financial Futures's portfolio in Q2 2026, its #32 holding.
Financial Futures first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Financial Futures's iShares Bitcoin Trust position peaked at $2.14M in Q3 2025.
677 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.