Park Edge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Park Edge 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	$799K	Buy	24,009 +856	+4%	+$34.8K	0.17%	89
2026 Q1	$890K	Sell	23,153 -8,382	-27%	-$363K	0.21%	76
2025 Q4	$1.57M	Sell	31,535 -36,346	-54%	-$2.06M	0.35%	63
2025 Q3	$4.41M	Buy	67,881 +5,853	+9%	+$381K	1.02%	14
2025 Q2	$3.8M	Buy	62,028 +26,969	+77%	+$1.51M	0.97%	17
2025 Q1	$1.64M	Sell	35,059 -44,166	-56%	-$2.34M	0.46%	38
2024 Q4	$4.2M	Buy	79,225 +2,043	+3%	+$96.5K	1.22%	11
2024 Q3	$2.79M	Buy	77,182 +58,747	+319%	+$2.04M	0.8%	18
2024 Q2	$629K	Buy	+18,435	New	+$689K	0.19%	82

Other funds holding IBIT

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Park Edge Advisors's IBIT Position: Q2 2026 in Review

Park Edge Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 24,009 shares worth $799K. The position accounts for 0.17% of the portfolio, ranked #89.

Park Edge Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.41M in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Park Edge Advisors held 24,009 shares of iShares Bitcoin Trust worth $799K as of Q2 2026.
Park Edge Advisors bought 856 iShares Bitcoin Trust shares in Q2 2026, an estimated $34.8K.
iShares Bitcoin Trust made up 0.17% of Park Edge Advisors's portfolio in Q2 2026, its #89 holding.
Park Edge Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Park Edge Advisors's iShares Bitcoin Trust position peaked at $4.41M in Q3 2025.
244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.