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

Holistic 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
-6,337
Closed -$243K – 133
2026
Q1 		$243K Hold
6,337
– – 0.09% 124
2025
Q4 		$315K Hold
6,337
– – 0.11% 91
2025
Q3 		$412K Hold
6,337
– – 0.17% 67
2025
Q2 		$388K Hold
6,337
– – 0.17% 68
2025
Q1 		$297K Sell
6,337
-14
-0.2% -$741 0.14% 81
2024
Q4 		$337K Buy
6,351
+14
+0.2% +$661 0.17% 78
2024
Q3 		$229K Hold
6,337
– – 0.11% 105
2024
Q2 		$216K Buy
+6,337
New +$237K 0.11% 107

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Holistic Financial Partners sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 6,337 shares — an estimated $243K sold.

Holistic Financial Partners first reported a position in IBIT in Q2 2024 and held it in 8 quarters. The position peaked at $412K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Holistic Financial Partners reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 6,337 iShares Bitcoin Trust shares in Q2 2026, an estimated $243K.
  • Holistic Financial Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Holistic Financial Partners's iShares Bitcoin Trust position peaked at $412K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.