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Leverty Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Leverty Financial Group’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 		$253K Buy
+7,605
New +$309K 0.05% 38
2026
Q1 		– Sell
-3,656
Closed -$182K – 51
2025
Q4 		$182K Buy
3,656
+244
+7% +$13.9K 0.04% 46
2025
Q3 		$222K Buy
+3,412
New +$222K 0.06% 38

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

Leverty Financial Group's IBIT Position: Q2 2026 in Review

Leverty Financial Group opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 7,605 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #38 among its holdings. This is a return to the name: Leverty Financial Group previously reported a position in IBIT as recently as Q4 2025.

Leverty Financial Group first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Leverty Financial Group held 7,605 shares of iShares Bitcoin Trust worth $253K as of Q2 2026.
  • iShares Bitcoin Trust was a new Leverty Financial Group position in Q2 2026.
  • iShares Bitcoin Trust made up 0.05% of Leverty Financial Group's portfolio in Q2 2026, its #38 holding.
  • Leverty Financial Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.