HFS
IBIT icon

Hughes Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Hughes Financial Services’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 		$7.92K Hold
238
– – ﹤0.01% 408
2026
Q1 		$9.14K Sell
238
-381
-62% -$16.5K ﹤0.01% 342
2025
Q4 		$30.7K Buy
619
+100
+19% +$5.68K ﹤0.01% 193
2025
Q3 		$31.2K Sell
519
-100
-16% -$6.5K 0.01% 191
2025
Q2 		$40.6K Buy
619
+381
+160% +$21.3K 0.01% 167
2025
Q1 		$11.5K Buy
+238
New +$12.6K ﹤0.01% 302

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

Hughes Financial Services's IBIT Position: Q2 2026 in Review

Hughes Financial Services held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 238 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Hughes Financial Services first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.6K in Q2 2025. 461 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Hughes Financial Services held 238 shares of iShares Bitcoin Trust worth $7.92K as of Q2 2026.
  • Hughes Financial Services left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #408 holding.
  • Hughes Financial Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's iShares Bitcoin Trust position peaked at $40.6K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.