Guardian Wealth Advisors (North Carolina)’s iShares Bitcoin Trust IBIT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$409K	Buy	12,299 +3,608	+42%	+$147K	0.02%	270
2026 Q1	$334K	Buy	8,691 +2,429	+39%	+$105K	0.02%	271
2025 Q4	$311K	Sell	6,262 -691	-10%	-$39.3K	0.02%	291
2025 Q3	$452K	Buy	6,953 +1,628	+31%	+$106K	0.03%	223
2025 Q2	$326K	Sell	5,325 -140	-3%	-$7.84K	0.02%	255
2025 Q1	$256K	Sell	5,465 -79	-1%	-$4.18K	0.02%	272
2024 Q4	$294K	Buy	+5,544	New	+$262K	0.02%	252

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IBIT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Bitcoin Trust (IBIT) stake by 42% in Q2 2026, buying an estimated $147K and bringing the position to 12,299 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #270.

Guardian Wealth Advisors (North Carolina) first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 12,299 shares of iShares Bitcoin Trust worth $409K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 3,608 iShares Bitcoin Trust shares in Q2 2026, an estimated $147K.
iShares Bitcoin Trust made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #270 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Bitcoin Trust position peaked at $452K in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.