First Heartland Consultants’s iShares Bitcoin Trust IBIT Stock Holding History

First Heartland Consultants’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	$336K	Buy	10,099 +606	+6%	+$24.7K	0.02%	432
2026 Q1	$365K	Buy	9,493 +439	+5%	+$19K	0.03%	355
2025 Q4	$450K	Buy	9,054 +1,047	+13%	+$59.5K	0.03%	313
2025 Q3	$520K	Buy	8,007 +538	+7%	+$35K	0.04%	275
2025 Q2	$457K	Buy	7,469 +1,700	+29%	+$95.3K	0.04%	287
2025 Q1	$270K	Buy	5,769 +685	+13%	+$36.3K	0.03%	364
2024 Q4	$270K	Buy	+5,084	New	+$240K	0.03%	367

Other funds holding IBIT

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

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's IBIT Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Bitcoin Trust (IBIT) stake by 6.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 10,099 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #432.

First Heartland Consultants first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

First Heartland Consultants held 10,099 shares of iShares Bitcoin Trust worth $336K as of Q2 2026.
First Heartland Consultants bought 606 iShares Bitcoin Trust shares in Q2 2026, an estimated $24.7K.
iShares Bitcoin Trust made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #432 holding.
First Heartland Consultants first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
First Heartland Consultants's iShares Bitcoin Trust position peaked at $520K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.