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Northeast Financial Consultants’s iShares Bitcoin Trust IBIT Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$7.71M Sell
126,029
-9,895
-7% -$554K 0.32% 47
2025
Q1 		$6.36M Hold
135,924
– – 0.28% 55
2024
Q4 		$7.21M Sell
135,924
-39,293
-22% -$1.86M 0.3% 50
2024
Q3 		$6.33M Buy
+175,217
New +$6.08M 0.28% 54

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northeast Financial Consultants's IBIT Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares Bitcoin Trust (IBIT) stake by 7.3% in Q2 2025, selling an estimated $554K and leaving 126,029 shares worth $7.71M. The position accounts for 0.32% of the portfolio, ranked #47.

Northeast Financial Consultants first reported a position in IBIT in Q3 2024 and has held it in 4 quarters since. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Northeast Financial Consultants held 126,029 shares of iShares Bitcoin Trust worth $7.71M as of Q2 2025.
  • Northeast Financial Consultants sold 9,895 iShares Bitcoin Trust shares in Q2 2025, an estimated $554K.
  • iShares Bitcoin Trust made up 0.32% of Northeast Financial Consultants's portfolio in Q2 2025, its #47 holding.
  • Northeast Financial Consultants first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 4 quarters since.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.