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MPS Loria Financial Planners’s iShares Bitcoin Trust IBIT Stock Holding History

MPS Loria Financial Planners’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
-5,241
Closed -$201K – 97
2026
Q1 		$201K Buy
+5,241
New +$227K 0.05% 89
2025
Q4 		– Sell
-4,112
Closed -$267K – 87
2025
Q3 		$267K Hold
4,112
– – 0.07% 71
2025
Q2 		$252K Buy
+4,112
New +$230K 0.07% 72

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MPS Loria Financial Planners's IBIT Position: Q2 2026 in Review

MPS Loria Financial Planners sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,241 shares — an estimated $201K sold.

MPS Loria Financial Planners first reported a position in IBIT in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MPS Loria Financial Planners reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • MPS Loria Financial Planners sold 5,241 iShares Bitcoin Trust shares in Q2 2026, an estimated $201K.
  • MPS Loria Financial Planners first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 3 quarters.
  • MPS Loria Financial Planners's iShares Bitcoin Trust position peaked at $267K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.