Key Client Fiduciary Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Key Client Fiduciary 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	$1.55M	Buy	46,632 +23,136	+98%	+$941K	0.45%	48
2026 Q1	$903K	Buy	23,496 +5,113	+28%	+$221K	0.31%	70
2025 Q4	$913K	Sell	18,383 -2,425	-12%	-$138K	0.31%	66
2025 Q3	$1.35M	Buy	20,808 +2,253	+12%	+$147K	0.45%	50
2025 Q2	$1.14M	Buy	18,555 +1,908	+11%	+$107K	0.46%	52
2025 Q1	$779K	Buy	16,647 +1,673	+11%	+$88.6K	0.35%	64
2024 Q4	$794K	Buy	14,974 +8,522	+132%	+$402K	0.35%	66
2024 Q3	$233K	Buy	+6,452	New	+$224K	0.1%	176

Other funds holding IBIT

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

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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

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

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return