Independent Advisor Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Independent Advisor Alliance’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	$260K	Sell	7,813 -199,314	-96%	-$8.11M	0.01%	873
2026 Q1	$7.96M	Buy	207,127 +200,442	+2,998%	+$8.68M	0.09%	215
2025 Q4	$332K	Buy	6,685 +2,672	+67%	+$152K	0.01%	767
2025 Q3	$261K	Buy	4,013 +405	+11%	+$26.3K	0.01%	808
2025 Q2	$221K	Buy	+3,608	New	+$202K	0.01%	815
2025 Q1	–	Sell	-136,542	Closed	-$7.24M	–	1060
2024 Q4	$7.24M	Buy	136,542 +130,199	+2,053%	+$6.15M	0.1%	203
2024 Q3	$229K	Sell	6,343 -4,627	-42%	-$161K	0.01%	629
2024 Q2	$375K	Buy	10,970 +5,194	+90%	+$194K	0.01%	520
2024 Q1	$234K	Buy	+5,776	New	+$180K	0.01%	627

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Independent Advisor Alliance's IBIT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Bitcoin Trust (IBIT) stake by 96% in Q2 2026, selling an estimated $8.11M and leaving 7,813 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #873.

Independent Advisor Alliance first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.96M in Q1 2026. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Independent Advisor Alliance held 7,813 shares of iShares Bitcoin Trust worth $260K as of Q2 2026.
Independent Advisor Alliance sold 199,314 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.11M.
iShares Bitcoin Trust made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #873 holding.
Independent Advisor Alliance first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Independent Advisor Alliance's iShares Bitcoin Trust position peaked at $7.96M in Q1 2026.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.