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Harbor Asset Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Harbor Asset Planning’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 		$26.2K Hold
788
– – 0.02% 288
2026
Q1 		$30.3K Hold
788
– – 0.03% 258
2025
Q4 		$39.1K Hold
788
– – 0.03% 218
2025
Q3 		$51.2K Hold
788
– – 0.05% 183
2025
Q2 		$48.2K Buy
+788
New +$44.2K 0.05% 183

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Harbor Asset Planning's IBIT Position: Q2 2026 in Review

Harbor Asset Planning held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 788 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #288.

Harbor Asset Planning first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $51.2K in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Harbor Asset Planning held 788 shares of iShares Bitcoin Trust worth $26.2K as of Q2 2026.
  • Harbor Asset Planning left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #288 holding.
  • Harbor Asset Planning first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's iShares Bitcoin Trust position peaked at $51.2K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.