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

Magnus 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 		$13.4M Sell
403,891
-226,683
-36% -$9.22M 0.95% 25
2026
Q1 		$24.2M Buy
630,574
+322,757
+105% +$14M 1.97% 11
2025
Q4 		$15.3M Sell
307,817
-40,146
-12% -$2.28M 1.17% 19
2025
Q3 		$22.6M Buy
347,963
+117,500
+51% +$7.64M 1.78% 11
2025
Q2 		$14.1M Buy
230,463
+15,226
+7% +$853K 1.24% 21
2025
Q1 		$10.1M Sell
215,237
-125,651
-37% -$6.65M 0.98% 22
2024
Q4 		$18.1M Buy
340,888
+330,457
+3,168% +$15.6M 1.75% 11
2024
Q3 		$377K Buy
+10,431
New +$362K 0.04% 239

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM

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

Magnus Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 36% in Q2 2026, selling an estimated $9.22M and leaving 403,891 shares worth $13.4M. The position accounts for 0.95% of the portfolio, ranked #25.

Magnus Financial Group first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2M in Q1 2026. 420 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Magnus Financial Group held 403,891 shares of iShares Bitcoin Trust worth $13.4M as of Q2 2026.
  • Magnus Financial Group sold 226,683 iShares Bitcoin Trust shares in Q2 2026, an estimated $9.22M.
  • iShares Bitcoin Trust made up 0.95% of Magnus Financial Group's portfolio in Q2 2026, its #25 holding.
  • Magnus Financial Group first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Magnus Financial Group's iShares Bitcoin Trust position peaked at $24.2M in Q1 2026.
  • 420 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.