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Keystone Financial Group (Georgia)’s iShares Bitcoin Trust IBIT Stock Holding History

Keystone Financial Group (Georgia)’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 		– Sell
-173
Closed -$6.65K – 127
2026
Q1 		$6.65K Hold
173
– – ﹤0.01% 116
2025
Q4 		$8.59K Buy
+173
New +$9.83K ﹤0.01% 116

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

Keystone Financial Group (Georgia)'s IBIT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 173 shares — an estimated $6.65K sold.

Keystone Financial Group (Georgia) first reported a position in IBIT in Q4 2025 and held it in 2 quarters. The position peaked at $8.59K in Q4 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Keystone Financial Group (Georgia) reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 173 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.65K.
  • Keystone Financial Group (Georgia) first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s iShares Bitcoin Trust position peaked at $8.59K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.