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FourThought Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

FourThought Financial 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 		$237K Hold
7,130
– – 0.02% 338
2026
Q1 		$274K Sell
7,130
-915
-11% -$39.6K 0.02% 285
2025
Q4 		$399K Hold
8,045
– – 0.03% 249
2025
Q3 		$523K Hold
8,045
– – 0.05% 187
2025
Q2 		$492K Buy
8,045
+426
+6% +$23.9K 0.05% 184
2025
Q1 		$357K Buy
7,619
+350
+5% +$18.5K 0.04% 225
2024
Q4 		$386K Buy
+7,269
New +$343K 0.04% 218

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

FourThought Financial Partners's IBIT Position: Q2 2026 in Review

FourThought Financial Partners held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 7,130 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #338.

FourThought Financial Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • FourThought Financial Partners held 7,130 shares of iShares Bitcoin Trust worth $237K as of Q2 2026.
  • FourThought Financial Partners left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #338 holding.
  • FourThought Financial Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • FourThought Financial Partners's iShares Bitcoin Trust position peaked at $523K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.