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Forefront Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Forefront Wealth Partners’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 		$803K Buy
24,127
+668
+3% +$27.2K 0.25% 84
2026
Q1 		$901K Buy
23,459
+16,573
+241% +$718K 0.38% 61
2025
Q4 		$342K Sell
6,886
-7,731
-53% -$439K 0.16% 106
2025
Q3 		$950K Buy
+14,617
New +$951K 0.24% 84
2025
Q2 		– Sell
-4,549
Closed -$213K – 110
2025
Q1 		$213K Buy
+4,549
New +$241K 0.15% 119

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Forefront Wealth Partners's IBIT Position: Q2 2026 in Review

Forefront Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 2.8% in Q2 2026, buying an estimated $27.2K and bringing the position to 24,127 shares worth $803K. The position accounts for 0.25% of the portfolio, ranked #84.

Forefront Wealth Partners first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $950K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Forefront Wealth Partners held 24,127 shares of iShares Bitcoin Trust worth $803K as of Q2 2026.
  • Forefront Wealth Partners bought 668 iShares Bitcoin Trust shares in Q2 2026, an estimated $27.2K.
  • iShares Bitcoin Trust made up 0.25% of Forefront Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Forefront Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Forefront Wealth Partners's iShares Bitcoin Trust position peaked at $950K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.