Level Four Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Level Four 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	$702K	Buy	21,099 +2,251	+12%	+$91.6K	0.02%	524
2026 Q1	$724K	Sell	18,848 -700	-4%	-$30.3K	0.02%	492
2025 Q4	$971K	Sell	19,548 -729	-4%	-$41.4K	0.03%	414
2025 Q3	$1.32M	Buy	20,277 +5,355	+36%	+$348K	0.05%	345
2025 Q2	$913K	Buy	+14,922	New	+$836K	0.03%	406

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Level Four Advisory Services's IBIT Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $91.6K and bringing the position to 21,099 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #524.

Level Four Advisory Services first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Level Four Advisory Services held 21,099 shares of iShares Bitcoin Trust worth $702K as of Q2 2026.
Level Four Advisory Services bought 2,251 iShares Bitcoin Trust shares in Q2 2026, an estimated $91.6K.
iShares Bitcoin Trust made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #524 holding.
Level Four Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
Level Four Advisory Services's iShares Bitcoin Trust position peaked at $1.32M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.