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National Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

National Wealth Management Group’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 		$512K Buy
15,393
+1,032
+7% +$42K 0.16% 118
2026
Q1 		$552K Buy
14,361
+538
+4% +$23.3K 0.21% 100
2025
Q4 		$686K Sell
13,823
-398
-3% -$22.6K 0.24% 99
2025
Q3 		$924K Buy
+14,221
New +$925K 0.35% 63

Other funds holding IBIT

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
FG
Franchise GP Grand Cayman $215M AUM

National Wealth Management Group's IBIT Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Bitcoin Trust (IBIT) stake by 7.2% in Q2 2026, buying an estimated $42K and bringing the position to 15,393 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #118.

National Wealth Management Group first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $924K in Q3 2025. 372 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • National Wealth Management Group held 15,393 shares of iShares Bitcoin Trust worth $512K as of Q2 2026.
  • National Wealth Management Group bought 1,032 iShares Bitcoin Trust shares in Q2 2026, an estimated $42K.
  • iShares Bitcoin Trust made up 0.16% of National Wealth Management Group's portfolio in Q2 2026, its #118 holding.
  • National Wealth Management Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's iShares Bitcoin Trust position peaked at $924K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.