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MN Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

MN 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 		$202K Sell
6,058
-913
-13% -$37.1K 0.09% 128
2026
Q1 		$268K Buy
6,971
+100
+1% +$4.33K 0.13% 102
2025
Q4 		$341K Buy
6,871
+605
+10% +$34.4K 0.17% 83
2025
Q3 		$407K Buy
6,266
+2,418
+63% +$157K 0.22% 77
2025
Q2 		$236K Buy
+3,848
New +$216K 0.14% 101

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
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

MN Wealth Advisors's IBIT Position: Q2 2026 in Review

MN Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $37.1K and leaving 6,058 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #128.

MN Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MN Wealth Advisors held 6,058 shares of iShares Bitcoin Trust worth $202K as of Q2 2026.
  • MN Wealth Advisors sold 913 iShares Bitcoin Trust shares in Q2 2026, an estimated $37.1K.
  • iShares Bitcoin Trust made up 0.09% of MN Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • MN Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • MN Wealth Advisors's iShares Bitcoin Trust position peaked at $407K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.