Maia Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Maia Wealth’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	$251K	Sell	7,554 -1,931	-20%	-$78.5K	0.04%	313
2026 Q1	$364K	Sell	9,485 -7,449	-44%	-$323K	0.06%	262
2025 Q4	$627K	Sell	16,934 -1,062	-6%	-$60.3K	0.11%	192
2025 Q3	$1.08M	Sell	17,996 -1,423	-7%	-$92.6K	0.18%	135
2025 Q2	$1.19M	Buy	19,419 +691	+4%	+$38.7K	0.23%	114
2025 Q1	$904K	Buy	18,728 +12,802	+216%	+$678K	0.21%	115
2024 Q4	$342K	Buy	+5,926	New	+$280K	0.07%	212

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Maia Wealth's IBIT Position: Q2 2026 in Review

Maia Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, selling an estimated $78.5K and leaving 7,554 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #313.

Maia Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2025. 562 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Maia Wealth held 7,554 shares of iShares Bitcoin Trust worth $251K as of Q2 2026.
Maia Wealth sold 1,931 iShares Bitcoin Trust shares in Q2 2026, an estimated $78.5K.
iShares Bitcoin Trust made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #313 holding.
Maia Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Maia Wealth's iShares Bitcoin Trust position peaked at $1.19M in Q2 2025.
562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.