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Financial Life Planners’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Life Planners’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 		$16K Hold
480
– – 0.01% 206
2026
Q1 		$18.4K Buy
+480
New +$20.8K 0.01% 191
2025
Q4 		– Sell
-480
Closed -$31.2K – 172
2025
Q3 		$31.2K Buy
+480
New +$31.2K 0.02% 166

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
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
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 Life Planners's IBIT Position: Q2 2026 in Review

Financial Life Planners held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 480 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #206.

Financial Life Planners first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.2K in Q3 2025. 677 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Financial Life Planners held 480 shares of iShares Bitcoin Trust worth $16K as of Q2 2026.
  • Financial Life Planners left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #206 holding.
  • Financial Life Planners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Financial Life Planners's iShares Bitcoin Trust position peaked at $31.2K in Q3 2025.
  • 677 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.