J.L. Bainbridge & Co’s iShares Bitcoin Trust IBIT Stock Holding History

J.L. Bainbridge & Co’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	$434K	Buy	13,026 +49	+0.4%	+$1.99K	0.03%	72
2026 Q1	$499K	Buy	12,977 +2,748	+27%	+$119K	0.04%	60
2025 Q4	$508K	Buy	10,229 +1,233	+14%	+$70K	0.04%	53
2025 Q3	$585K	Buy	8,996 +3,064	+52%	+$199K	0.05%	50
2025 Q2	$363K	Buy	5,932 +100	+2%	+$5.6K	0.03%	65
2025 Q1	$273K	Buy	5,832 +1,669	+40%	+$88.4K	0.03%	77
2024 Q4	$221K	Buy	+4,163	New	+$197K	0.02%	92

Other funds holding IBIT

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.L. Bainbridge & Co's IBIT Position: Q2 2026 in Review

J.L. Bainbridge & Co increased its iShares Bitcoin Trust (IBIT) stake by 0.38% in Q2 2026, buying an estimated $1.99K and bringing the position to 13,026 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #72.

J.L. Bainbridge & Co first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

J.L. Bainbridge & Co held 13,026 shares of iShares Bitcoin Trust worth $434K as of Q2 2026.
J.L. Bainbridge & Co bought 49 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.99K.
iShares Bitcoin Trust made up 0.03% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #72 holding.
J.L. Bainbridge & Co first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
J.L. Bainbridge & Co's iShares Bitcoin Trust position peaked at $585K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.