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Legacy Financial Strategies’s iShares Bitcoin Trust IBIT Stock Holding History

Legacy Financial Strategies’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 		$243K Buy
7,303
+1,101
+18% +$44.8K 0.04% 134
2026
Q1 		$238K Buy
6,202
+825
+15% +$35.7K 0.04% 125
2025
Q4 		$267K Buy
5,377
+1,080
+25% +$61.4K 0.05% 117
2025
Q3 		$279K Buy
+4,297
New +$280K 0.05% 111

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

Legacy Financial Strategies's IBIT Position: Q2 2026 in Review

Legacy Financial Strategies increased its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, buying an estimated $44.8K and bringing the position to 7,303 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #134.

Legacy Financial Strategies first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Legacy Financial Strategies held 7,303 shares of iShares Bitcoin Trust worth $243K as of Q2 2026.
  • Legacy Financial Strategies bought 1,101 iShares Bitcoin Trust shares in Q2 2026, an estimated $44.8K.
  • iShares Bitcoin Trust made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #134 holding.
  • Legacy Financial Strategies first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Legacy Financial Strategies's iShares Bitcoin Trust position peaked at $279K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.