Octavia Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Octavia Wealth 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	$486K	Buy	14,591 +490	+3%	+$19.9K	0.04%	126
2026 Q1	$542K	Sell	14,101 -2,693	-16%	-$117K	0.05%	124
2025 Q4	$834K	Buy	16,794 +1,963	+13%	+$112K	0.08%	89
2025 Q3	$964K	Buy	14,831 +453	+3%	+$29.5K	0.1%	85
2025 Q2	$880K	Buy	14,378 +1,056	+8%	+$59.2K	0.1%	85
2025 Q1	$624K	Buy	13,322 +3,158	+31%	+$167K	0.08%	102
2024 Q4	$539K	Buy	10,164 +1,301	+15%	+$61.4K	0.07%	110
2024 Q3	$320K	Buy	+8,863	New	+$308K	0.04%	158

Other funds holding IBIT

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return