Harbor Investment Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Harbor Investment Advisory’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	$472K	Sell	14,193 -922	-6%	-$37.5K	0.03%	303
2026 Q1	$581K	Sell	15,115 -1,427	-9%	-$61.8K	0.05%	261
2025 Q4	$821K	Sell	16,542 -13,493	-45%	-$767K	0.06%	221
2025 Q3	$1.95M	Sell	30,035 -769	-2%	-$50K	0.16%	110
2025 Q2	$1.89M	Buy	30,804 +3,631	+13%	+$203K	0.17%	102
2025 Q1	$1.27M	Sell	27,173 -2,675	-9%	-$142K	0.12%	133
2024 Q4	$1.58M	Buy	29,848 +10,436	+54%	+$493K	0.15%	106
2024 Q3	$701K	Buy	19,412 +600	+3%	+$20.8K	0.07%	200
2024 Q2	$642K	Buy	+18,812	New	+$703K	0.07%	199

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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 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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Harbor Investment Advisory's IBIT Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 6.1% in Q2 2026, selling an estimated $37.5K and leaving 14,193 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #303.

Harbor Investment Advisory first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Harbor Investment Advisory held 14,193 shares of iShares Bitcoin Trust worth $472K as of Q2 2026.
Harbor Investment Advisory sold 922 iShares Bitcoin Trust shares in Q2 2026, an estimated $37.5K.
iShares Bitcoin Trust made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #303 holding.
Harbor Investment Advisory first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Harbor Investment Advisory's iShares Bitcoin Trust position peaked at $1.95M in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.