IPAM
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Investment Partners Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Investment Partners Asset Management’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 		$277K Sell
8,324
-334
-4% -$13.6K 0.15% 143
2026
Q1 		$333K Sell
8,658
-200
-2% -$8.66K 0.21% 124
2025
Q4 		$440K Buy
8,858
+590
+7% +$33.5K 0.27% 98
2025
Q3 		$537K Hold
8,268
– – 0.35% 86
2025
Q2 		$506K Buy
8,268
+1,385
+20% +$77.6K 0.35% 87
2025
Q1 		$322K Hold
6,883
– – 0.25% 112
2024
Q4 		$365K Buy
6,883
+690
+11% +$32.6K 0.29% 105
2024
Q3 		$224K Hold
6,193
– – 0.18% 127
2024
Q2 		$211K Buy
6,193
+36
+0.6% +$1.34K 0.19% 122
2024
Q1 		$249K Buy
+6,157
New +$192K 0.23% 116

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

Investment Partners Asset Management's IBIT Position: Q2 2026 in Review

Investment Partners Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q2 2026, selling an estimated $13.6K and leaving 8,324 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #143.

Investment Partners Asset Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $537K in Q3 2025. 511 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Investment Partners Asset Management held 8,324 shares of iShares Bitcoin Trust worth $277K as of Q2 2026.
  • Investment Partners Asset Management sold 334 iShares Bitcoin Trust shares in Q2 2026, an estimated $13.6K.
  • iShares Bitcoin Trust made up 0.15% of Investment Partners Asset Management's portfolio in Q2 2026, its #143 holding.
  • Investment Partners Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Investment Partners Asset Management's iShares Bitcoin Trust position peaked at $537K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.