IMA Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
+7,985
New +$325K 0.02% 293
2026
Q1
– Sell
-126
Closed -$6.25K – 1044
2025
Q4
$6.25K Buy
+126
New +$7.16K ﹤0.01% 385

Other funds holding IBIT

IMA Advisory Services's IBIT Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 7,985 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IBIT as recently as Q4 2025.

IMA Advisory Services first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IMA Advisory Services held 7,985 shares of iShares Bitcoin Trust worth $266K as of Q2 2026.
  • iShares Bitcoin Trust was a new IMA Advisory Services position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #293 holding.
  • IMA Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.