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LifeSteps Financial’s iShares Bitcoin Trust IBIT Stock Holding History

LifeSteps Financial’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 		$14.2K Buy
+426
New +$17.3K 0.01% 350

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LifeSteps Financial's IBIT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 426 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • LifeSteps Financial held 426 shares of iShares Bitcoin Trust worth $14.2K as of Q2 2026.
  • iShares Bitcoin Trust was a new LifeSteps Financial position in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #350 holding.
  • 642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.