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Kestra Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Kestra Advisory Services’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 		$10M Sell
301,285
-6,372
-2% -$259K 0.03% 514
2026
Q1 		$11.8M Buy
307,657
+37,092
+14% +$1.61M 0.04% 410
2025
Q4 		$13.4M Buy
270,565
+55,430
+26% +$3.15M 0.06% 337
2025
Q3 		$14M Buy
215,135
+2,020
+0.9% +$131K 0.06% 305
2025
Q2 		$13M Buy
213,115
+43,606
+26% +$2.44M 0.06% 306
2025
Q1 		$7.93M Buy
169,509
+7,383
+5% +$391K 0.04% 416
2024
Q4 		$8.6M Buy
162,126
+17,170
+12% +$811K 0.05% 394
2024
Q3 		$5.24M Buy
144,956
+11,401
+9% +$396K 0.03% 572
2024
Q2 		$4.56M Buy
133,555
+43,382
+48% +$1.62M 0.03% 620
2024
Q1 		$3.65M Buy
+90,173
New +$2.81M 0.02% 630

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

Kestra Advisory Services's IBIT Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q2 2026, selling an estimated $259K and leaving 301,285 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #514.

Kestra Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Kestra Advisory Services held 301,285 shares of iShares Bitcoin Trust worth $10M as of Q2 2026.
  • Kestra Advisory Services sold 6,372 iShares Bitcoin Trust shares in Q2 2026, an estimated $259K.
  • iShares Bitcoin Trust made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #514 holding.
  • Kestra Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's iShares Bitcoin Trust position peaked at $14M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.