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IFP Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

IFP Advisors’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 		$3.03M Sell
90,878
-2,656
-3% -$108K 0.05% 374
2026
Q1 		$3.59M Sell
93,534
-10,439
-10% -$452K 0.07% 290
2025
Q4 		$5.16M Buy
103,973
+69,746
+204% +$3.96M 0.12% 187
2025
Q3 		$2.22M Buy
34,227
+13,784
+67% +$897K 0.06% 350
2025
Q2 		$1.25M Buy
20,443
+4,930
+32% +$276K 0.04% 508
2025
Q1 		$726K Buy
15,513
+3,195
+26% +$169K 0.02% 638
2024
Q4 		$653K Buy
12,318
+8,517
+224% +$402K 0.02% 647
2024
Q3 		$137K Buy
3,801
+676
+22% +$23.5K 0.01% 1270
2024
Q2 		$107K Buy
3,125
+225
+8% +$8.4K ﹤0.01% 1339
2024
Q1 		$117K Buy
+2,900
New +$90.4K 0.01% 1223

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

IFP Advisors's IBIT Position: Q2 2026 in Review

IFP Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 2.8% in Q2 2026, selling an estimated $108K and leaving 90,878 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #374.

IFP Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.16M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IFP Advisors held 90,878 shares of iShares Bitcoin Trust worth $3.03M as of Q2 2026.
  • IFP Advisors sold 2,656 iShares Bitcoin Trust shares in Q2 2026, an estimated $108K.
  • iShares Bitcoin Trust made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #374 holding.
  • IFP Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • IFP Advisors's iShares Bitcoin Trust position peaked at $5.16M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.