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Flaharty Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Flaharty Asset Management’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 		– Sell
-8,116
Closed -$312K – 82
2026
Q1 		$312K Sell
8,116
-2,197
-21% -$95.1K 0.04% 109
2025
Q4 		$512K Buy
10,313
+5,914
+134% +$336K 0.06% 82
2025
Q3 		$286K Sell
4,399
-8,176
-65% -$532K 0.04% 106
2025
Q2 		$770K Buy
12,575
+10,000
+388% +$560K 0.11% 56
2025
Q1 		$121K Buy
+2,575
New +$136K 0.02% 146

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Flaharty Asset Management's IBIT Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 8,116 shares — an estimated $312K sold.

Flaharty Asset Management first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $770K in Q2 2025. 327 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Flaharty Asset Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 8,116 iShares Bitcoin Trust shares in Q2 2026, an estimated $312K.
  • Flaharty Asset Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • Flaharty Asset Management's iShares Bitcoin Trust position peaked at $770K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.