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Marshall & Sterling Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$21.8K Hold
654
– – 0.01% 203
2026
Q1 		$25.1K Buy
654
+150
+30% +$6.5K 0.02% 188
2025
Q4 		$25K Buy
504
+500
+12,500% +$28.4K 0.02% 183
2025
Q3 		$260 Hold
4
– – ﹤0.01% 634
2025
Q2 		$245 Hold
4
– – ﹤0.01% 619
2025
Q1 		$187 Hold
4
– – ﹤0.01% 628
2024
Q4 		$212 Buy
+4
New +$189 ﹤0.01% 351

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IBIT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 654 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #203.

Marshall & Sterling Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q1 2026. 335 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 654 shares of iShares Bitcoin Trust worth $21.8K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Bitcoin Trust position peaked at $25.1K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.