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

Keystone Financial Group (Kentucky)’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 		$1M Sell
30,045
-6
-0% -$244 0.06% 222
2026
Q1 		$1.15M Buy
30,051
+9,232
+44% +$400K 0.08% 179
2025
Q4 		$1.03M Buy
20,819
+2,528
+14% +$144K 0.08% 172
2025
Q3 		$1.19M Buy
18,291
+515
+3% +$33.5K 0.09% 142
2025
Q2 		$1.09M Buy
17,776
+690
+4% +$38.7K 0.1% 146
2025
Q1 		$800K Buy
17,086
+5,660
+50% +$300K 0.08% 170
2024
Q4 		$606K Buy
+11,426
New +$539K 0.06% 190

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

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

Keystone Financial Group (Kentucky) reduced its iShares Bitcoin Trust (IBIT) stake by 0.02% in Q2 2026, selling an estimated $244 and leaving 30,045 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #222.

Keystone Financial Group (Kentucky) first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 30,045 shares of iShares Bitcoin Trust worth $1M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 6 iShares Bitcoin Trust shares in Q2 2026, an estimated $244.
  • iShares Bitcoin Trust made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #222 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.