Park Avenue Securities’s iShares Bitcoin Trust IBIT Stock Holding History

Park Avenue Securities’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	$2.94M	Buy	88,316 +9,161	+12%	+$373K	0.02%	540
2026 Q1	$3.04M	Buy	79,155 +3,804	+5%	+$165K	0.02%	439
2025 Q4	$3.74M	Sell	75,351 -23,733	-24%	-$1.35M	0.03%	354
2025 Q3	$6.44M	Buy	99,084 +14,714	+17%	+$957K	0.05%	272
2025 Q2	$5.16M	Buy	84,370 +13,426	+19%	+$752K	0.05%	269
2025 Q1	$3.32M	Buy	70,944 +26,825	+61%	+$1.42M	0.04%	273
2024 Q4	$2.34M	Buy	44,119 +18,679	+73%	+$882K	0.02%	418
2024 Q3	$919K	Buy	+25,440	New	+$883K	0.01%	720

Other funds holding IBIT

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Park Avenue Securities's IBIT Position: Q2 2026 in Review

Park Avenue Securities increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $373K and bringing the position to 88,316 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #540.

Park Avenue Securities first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.44M in Q3 2025. 637 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Park Avenue Securities held 88,316 shares of iShares Bitcoin Trust worth $2.94M as of Q2 2026.
Park Avenue Securities bought 9,161 iShares Bitcoin Trust shares in Q2 2026, an estimated $373K.
iShares Bitcoin Trust made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #540 holding.
Park Avenue Securities first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Park Avenue Securities's iShares Bitcoin Trust position peaked at $6.44M in Q3 2025.
637 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.