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JNBA Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

JNBA Financial Advisors’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 		$83.3K Sell
2,502
-6,087
-71% -$248K 0.01% 264
2026
Q1 		$330K Hold
8,589
– – 0.03% 160
2025
Q4 		$426K Buy
8,589
+6,087
+243% +$346K 0.04% 148
2025
Q3 		$163K Buy
2,502
+2,327
+1,330% +$151K 0.01% 187
2025
Q2 		$10.7K Buy
+175
New +$9.81K ﹤0.01% 457

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JNBA Financial Advisors's IBIT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 71% in Q2 2026, selling an estimated $248K and leaving 2,502 shares worth $83.3K. The position accounts for 0.01% of the portfolio, ranked #264.

JNBA Financial Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q4 2025. 866 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • JNBA Financial Advisors held 2,502 shares of iShares Bitcoin Trust worth $83.3K as of Q2 2026.
  • JNBA Financial Advisors sold 6,087 iShares Bitcoin Trust shares in Q2 2026, an estimated $248K.
  • iShares Bitcoin Trust made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #264 holding.
  • JNBA Financial Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • JNBA Financial Advisors's iShares Bitcoin Trust position peaked at $426K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.