Patton Albertson Miller Group’s iShares Bitcoin Trust IBIT Stock Holding History

Patton Albertson Miller Group’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	–	Sell	-5,971	Closed	-$229K	–	216
2026 Q1	$229K	Hold	5,971	–	–	0.03%	197
2025 Q4	$296K	Hold	5,971	–	–	0.03%	186
2025 Q3	$388K	Buy	+5,971	New	+$388K	0.05%	168
2024 Q4	–	Sell	-29,581	Closed	-$1.07M	–	227
2024 Q3	$1.07M	Buy	29,581 +16,261	+122%	+$565K	0.15%	109
2024 Q2	$455K	Buy	+13,320	New	+$498K	0.06%	149

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

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PIS

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

OPW

Oxler Private Wealth Rye Brook, New York $350M AUM 19.17% 1-Year Est. Return

Patton Albertson Miller Group's IBIT Position: Q2 2026 in Review

Patton Albertson Miller Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,971 shares — an estimated $229K sold.

Patton Albertson Miller Group first reported a position in IBIT in Q2 2024 and held it in 5 quarters. The position peaked at $1.07M in Q3 2024. 714 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Patton Albertson Miller Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Patton Albertson Miller Group sold 5,971 iShares Bitcoin Trust shares in Q2 2026, an estimated $229K.
Patton Albertson Miller Group first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 5 quarters.
Patton Albertson Miller Group's iShares Bitcoin Trust position peaked at $1.07M in Q3 2024.
714 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.