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Perryman Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Perryman Financial Advisory’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 		$349K Sell
10,478
-205
-2% -$8.34K 0.05% 162
2026
Q1 		$410K Buy
10,683
+1,506
+16% +$65.2K 0.06% 136
2025
Q4 		$456K Buy
+9,177
New +$521K 0.07% 127

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Perryman Financial Advisory's IBIT Position: Q2 2026 in Review

Perryman Financial Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 1.9% in Q2 2026, selling an estimated $8.34K and leaving 10,478 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #162.

Perryman Financial Advisory first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $456K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Perryman Financial Advisory held 10,478 shares of iShares Bitcoin Trust worth $349K as of Q2 2026.
  • Perryman Financial Advisory sold 205 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.34K.
  • iShares Bitcoin Trust made up 0.05% of Perryman Financial Advisory's portfolio in Q2 2026, its #162 holding.
  • Perryman Financial Advisory first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's iShares Bitcoin Trust position peaked at $456K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.