IFG Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
4,393
-335
-7% -$20.9K 0.03% 153
2026
Q1
$279K Buy
4,728
+205
+5% +$13.6K 0.05% 128
2025
Q4
$345K Buy
4,523
+1,188
+36% +$104K 0.06% 109
2025
Q3
$333K Buy
3,335
+9
+0.3% +$899 0.05% 112
2025
Q2
$313K Buy
3,326
+440
+15% +$37.9K 0.05% 125
2025
Q1
$208K Buy
2,886
+325
+13% +$26.4K 0.04% 145
2024
Q4
$209K Buy
+2,561
New +$186K 0.04% 141

Other funds holding FBTC

IFG Advisors's FBTC Position: Q2 2026 in Review

IFG Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.1% in Q2 2026, selling an estimated $20.9K and leaving 4,393 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #153.

IFG Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • IFG Advisors held 4,393 shares of Fidelity Wise Origin Bitcoin Fund worth $224K as of Q2 2026.
  • IFG Advisors sold 335 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $20.9K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of IFG Advisors's portfolio in Q2 2026, its #153 holding.
  • IFG Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • IFG Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $345K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.