MFT
IBIT icon

Moisand Fitzgerald Tamayo’s iShares Bitcoin Trust IBIT Stock Holding History

Moisand Fitzgerald Tamayo’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 		$12.4K Hold
371
– – ﹤0.01% 347
2026
Q1 		$14.3K Sell
371
-485
-57% -$21K ﹤0.01% 305
2025
Q4 		$42.5K Buy
856
+485
+131% +$27.6K ﹤0.01% 214
2025
Q3 		$24.1K Buy
371
+351
+1,755% +$22.8K ﹤0.01% 260
2025
Q2 		$1.23K Hold
20
– – ﹤0.01% 530
2025
Q1 		$937 Hold
20
– – ﹤0.01% 543
2024
Q4 		$1.06K Buy
20
+4
+25% +$189 ﹤0.01% 553
2024
Q3 		$579 Buy
16
+8
+100% +$278 ﹤0.01% 584
2024
Q2 		$274 Hold
8
– – ﹤0.01% 571
2024
Q1 		$324 Buy
+8
New +$250 ﹤0.01% 546

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

Moisand Fitzgerald Tamayo's IBIT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 371 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Moisand Fitzgerald Tamayo first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.5K in Q4 2025. 345 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 371 shares of iShares Bitcoin Trust worth $12.4K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #347 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Moisand Fitzgerald Tamayo's iShares Bitcoin Trust position peaked at $42.5K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.