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New England Capital Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

New England Capital Financial 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 		$42.1K Hold
1,265
– – 0.01% 145
2026
Q1 		$48.6K Hold
1,265
– – 0.01% 132
2025
Q4 		$62.8K Buy
1,265
+187
+17% +$10.6K 0.02% 116
2025
Q3 		$70.1K Sell
1,078
-31
-3% -$2.02K 0.03% 105
2025
Q2 		$67.9K Buy
1,109
+277
+33% +$15.5K 0.03% 97
2025
Q1 		$38.9K Buy
832
+221
+36% +$11.7K 0.02% 125
2024
Q4 		$32.4K Buy
+611
New +$28.8K 0.02% 143

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

New England Capital Financial Advisors's IBIT Position: Q2 2026 in Review

New England Capital Financial Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,265 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #145.

New England Capital Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.1K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • New England Capital Financial Advisors held 1,265 shares of iShares Bitcoin Trust worth $42.1K as of Q2 2026.
  • New England Capital Financial Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • New England Capital Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • New England Capital Financial Advisors's iShares Bitcoin Trust position peaked at $70.1K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.