PDS Planning’s iShares Bitcoin Trust IBIT Stock Holding History

PDS Planning’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	$266K	Buy	7,976 +1,725	+28%	+$70.2K	0.02%	464
2026 Q1	$240K	Buy	+6,251	New	+$271K	0.02%	457

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PDS Planning's IBIT Position: Q2 2026 in Review

PDS Planning increased its iShares Bitcoin Trust (IBIT) stake by 28% in Q2 2026, buying an estimated $70.2K and bringing the position to 7,976 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #464.

PDS Planning first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

PDS Planning held 7,976 shares of iShares Bitcoin Trust worth $266K as of Q2 2026.
PDS Planning bought 1,725 iShares Bitcoin Trust shares in Q2 2026, an estimated $70.2K.
iShares Bitcoin Trust made up 0.02% of PDS Planning's portfolio in Q2 2026, its #464 holding.
PDS Planning first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.