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Independent Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Independent Financial Group’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 		$1.55M Buy
46,652
+1,437
+3% +$58.5K 0.03% 528
2026
Q1 		$1.74M Buy
45,215
+6,161
+16% +$267K 0.04% 429
2025
Q4 		$1.94M Sell
39,054
-8,645
-18% -$491K 0.04% 399
2025
Q3 		$3.1M Buy
47,699
+14,737
+45% +$959K 0.07% 258
2025
Q2 		$2.02M Sell
32,962
-2,642
-7% -$148K 0.06% 336
2025
Q1 		$1.67M Buy
35,604
+6,520
+22% +$345K 0.06% 330
2024
Q4 		$1.54M Buy
29,084
+6,274
+28% +$296K 0.05% 355
2024
Q3 		$824K Buy
22,810
+12,685
+125% +$440K 0.03% 498
2024
Q2 		$346K Sell
10,125
-4,125
-29% -$154K 0.01% 769
2024
Q1 		$577K Buy
+14,250
New +$444K 0.03% 541

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

Independent Financial Group's IBIT Position: Q2 2026 in Review

Independent Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q2 2026, buying an estimated $58.5K and bringing the position to 46,652 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #528.

Independent Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.1M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Independent Financial Group held 46,652 shares of iShares Bitcoin Trust worth $1.55M as of Q2 2026.
  • Independent Financial Group bought 1,437 iShares Bitcoin Trust shares in Q2 2026, an estimated $58.5K.
  • iShares Bitcoin Trust made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #528 holding.
  • Independent Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Independent Financial Group's iShares Bitcoin Trust position peaked at $3.1M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.