FS
IBIT icon

Financially Speaking’s iShares Bitcoin Trust IBIT Stock Holding History

Financially Speaking’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 		$423 Hold
11
– – ﹤0.01% 94
2026
Q1 		$423 Hold
11
– – ﹤0.01% 97
2025
Q4 		$546 Buy
+11
New +$625 ﹤0.01% 156

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
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 $43.3B AUM 29.3% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Financially Speaking's IBIT Position: Q2 2026 in Review

Financially Speaking held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #94.

Financially Speaking first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $546 in Q4 2025. 562 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Financially Speaking held 11 shares of iShares Bitcoin Trust worth $423 as of Q2 2026.
  • Financially Speaking left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Financially Speaking's portfolio in Q2 2026, its #94 holding.
  • Financially Speaking first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Financially Speaking's iShares Bitcoin Trust position peaked at $546 in Q4 2025.
  • 562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.