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Miller Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Miller Financial Services’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
-5,271
Closed -$203K – 147
2026
Q1 		$203K Buy
5,271
+1,236
+31% +$53.5K 0.22% 105
2025
Q4 		$200K Buy
+4,035
New +$229K 0.23% 103
2025
Q1 		– Sell
-4,519
Closed -$240K – 111
2024
Q4 		$240K Buy
+4,519
New +$213K 0.2% 109

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

Miller Financial Services's IBIT Position: Q2 2026 in Review

Miller Financial Services sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,271 shares — an estimated $203K sold.

Miller Financial Services first reported a position in IBIT in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Miller Financial Services reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Miller Financial Services sold 5,271 iShares Bitcoin Trust shares in Q2 2026, an estimated $203K.
  • Miller Financial Services first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Miller Financial Services's iShares Bitcoin Trust position peaked at $240K in Q4 2024.
  • 678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.