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Pachira Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Pachira Investments’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 		$1.41M Buy
42,248
+2,591
+7% +$105K 0.53% 35
2026
Q1 		$1.52M Buy
39,657
+2,164
+6% +$93.7K 0.71% 30
2025
Q4 		$1.86M Buy
37,493
+2,969
+9% +$169K 0.91% 28
2025
Q3 		$2.24M Buy
34,524
+1,829
+6% +$119K 1.26% 22
2025
Q2 		$2M Sell
32,695
-322
-1% -$18K 1.51% 17
2025
Q1 		$1.57M Sell
33,017
-1,920
-5% -$102K 1.1% 20
2024
Q4 		$1.87M Buy
34,937
+1,341
+4% +$63.3K 1.14% 22
2024
Q3 		$1.21M Buy
+33,596
New +$1.17M 0.93% 21

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Pachira Investments's IBIT Position: Q2 2026 in Review

Pachira Investments increased its iShares Bitcoin Trust (IBIT) stake by 6.5% in Q2 2026, buying an estimated $105K and bringing the position to 42,248 shares worth $1.41M. The position accounts for 0.53% of the portfolio, ranked #35.

Pachira Investments first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q3 2025. 332 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pachira Investments held 42,248 shares of iShares Bitcoin Trust worth $1.41M as of Q2 2026.
  • Pachira Investments bought 2,591 iShares Bitcoin Trust shares in Q2 2026, an estimated $105K.
  • iShares Bitcoin Trust made up 0.53% of Pachira Investments's portfolio in Q2 2026, its #35 holding.
  • Pachira Investments first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Pachira Investments's iShares Bitcoin Trust position peaked at $2.24M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.