Intrua Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Intrua Financial’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	$816K	Buy	24,524 +1,087	+5%	+$44.2K	0.07%	193
2026 Q1	$900K	Buy	23,437 +4,254	+22%	+$184K	0.09%	167
2025 Q4	$952K	Sell	19,183 -4,811	-20%	-$273K	0.1%	157
2025 Q3	$1.56M	Buy	23,994 +7,730	+48%	+$503K	0.17%	109
2025 Q2	$996K	Buy	16,264 +3,066	+23%	+$172K	0.13%	110
2025 Q1	$618K	Buy	13,198 +3,359	+34%	+$178K	0.09%	166
2024 Q4	$522K	Buy	+9,839	New	+$465K	0.08%	187

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Intrua Financial's IBIT Position: Q2 2026 in Review

Intrua Financial increased its iShares Bitcoin Trust (IBIT) stake by 4.6% in Q2 2026, buying an estimated $44.2K and bringing the position to 24,524 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #193.

Intrua Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Intrua Financial held 24,524 shares of iShares Bitcoin Trust worth $816K as of Q2 2026.
Intrua Financial bought 1,087 iShares Bitcoin Trust shares in Q2 2026, an estimated $44.2K.
iShares Bitcoin Trust made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #193 holding.
Intrua Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Intrua Financial's iShares Bitcoin Trust position peaked at $1.56M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.