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Highline Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Highline Wealth 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 		$3.13K Sell
94
-400
-81% -$16.3K ﹤0.01% 1007
2026
Q1 		$19K Sell
494
-126
-20% -$5.46K ﹤0.01% 305
2025
Q4 		$30.8K Buy
620
+120
+24% +$6.82K 0.01% 187
2025
Q3 		$32.5K Buy
500
+300
+150% +$19.5K 0.01% 196
2025
Q2 		$12.2K Buy
+200
New +$11.2K ﹤0.01% 304

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

Highline Wealth Partners's IBIT Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 81% in Q2 2026, selling an estimated $16.3K and leaving 94 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Highline Wealth Partners first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.5K in Q3 2025. 339 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Highline Wealth Partners held 94 shares of iShares Bitcoin Trust worth $3.13K as of Q2 2026.
  • Highline Wealth Partners sold 400 iShares Bitcoin Trust shares in Q2 2026, an estimated $16.3K.
  • iShares Bitcoin Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1007 holding.
  • Highline Wealth Partners first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's iShares Bitcoin Trust position peaked at $32.5K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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