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

Guardian 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 		– Sell
-22,800
Closed -$2.64K – 71
2026
Q1 		$2.64K Sell
22,800
-12,000
-34% -$520K ﹤0.01% 67
2025
Q4 		$24.4K Buy
+34,800
New +$1.98M 0.01% 69

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Guardian Financial Partners sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 651 shares — an estimated $25K sold.

Guardian Financial Partners first reported a position in IBIT in Q4 2025 and held it in 2 quarters. The position peaked at $32.3K in Q4 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Guardian Financial Partners reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Guardian Financial Partners sold 651 iShares Bitcoin Trust shares in Q2 2026, an estimated $25K.
  • Guardian Financial Partners first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Guardian Financial Partners's iShares Bitcoin Trust position peaked at $32.3K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.