MBE Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

MBE Wealth Management’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	–	Sell	-5,823	Closed	-$224K	–	172
2026 Q1	$224K	Sell	5,823 -759	-12%	-$32.9K	0.09%	131
2025 Q4	$327K	Sell	6,582 -1,946	-23%	-$111K	0.14%	98
2025 Q3	$554K	Buy	8,528 +3,034	+55%	+$197K	0.24%	57
2025 Q2	$336K	Hold	5,494	–	–	0.15%	84
2025 Q1	$257K	Buy	+5,494	New	+$291K	0.12%	102

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 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 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

MBE Wealth Management's IBIT Position: Q2 2026 in Review

MBE Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,823 shares — an estimated $224K sold.

MBE Wealth Management first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $554K in Q3 2025. 642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

MBE Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
MBE Wealth Management sold 5,823 iShares Bitcoin Trust shares in Q2 2026, an estimated $224K.
MBE Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
MBE Wealth Management's iShares Bitcoin Trust position peaked at $554K in Q3 2025.
642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.