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Fortis Group Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Fortis Group Advisors’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 		$211K Sell
6,337
-3,166
-33% -$129K 0.03% 260
2026
Q1 		$412K Buy
9,503
+964
+11% +$41.7K 0.07% 196
2025
Q4 		$406K Buy
8,539
+3,816
+81% +$217K 0.07% 212
2025
Q3 		$294K Buy
4,723
+1,440
+44% +$93.7K 0.05% 189
2025
Q2 		$218K Buy
+3,283
New +$184K 0.04% 211

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

Fortis Group Advisors's IBIT Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 33% in Q2 2026, selling an estimated $129K and leaving 6,337 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #260.

Fortis Group Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $412K in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Fortis Group Advisors held 6,337 shares of iShares Bitcoin Trust worth $211K as of Q2 2026.
  • Fortis Group Advisors sold 3,166 iShares Bitcoin Trust shares in Q2 2026, an estimated $129K.
  • iShares Bitcoin Trust made up 0.03% of Fortis Group Advisors's portfolio in Q2 2026, its #260 holding.
  • Fortis Group Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Fortis Group Advisors's iShares Bitcoin Trust position peaked at $412K in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.