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Pettinga Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Pettinga Financial 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 		$4.67M Buy
140,187
+8,410
+6% +$342K 0.75% 29
2026
Q1 		$5.06M Buy
131,777
+12,150
+10% +$526K 0.95% 27
2025
Q4 		$5.94M Sell
119,627
-5,592
-4% -$318K 1.13% 25
2025
Q3 		$8.14M Buy
125,219
+641
+0.5% +$41.7K 1.59% 20
2025
Q2 		$7.63M Sell
124,578
-6,970
-5% -$391K 1.67% 19
2025
Q1 		$6.16M Buy
131,548
+119,567
+998% +$6.33M 1.45% 24
2024
Q4 		$636K Buy
11,981
+3,351
+39% +$158K 0.14% 70
2024
Q3 		$312K Buy
8,630
+2,230
+35% +$77.4K 0.07% 97
2024
Q2 		$219K Buy
6,400
+1,352
+27% +$50.5K 0.05% 114
2024
Q1 		$204K Buy
+5,048
New +$157K 0.05% 116

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

Pettinga Financial Advisors's IBIT Position: Q2 2026 in Review

Pettinga Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6.4% in Q2 2026, buying an estimated $342K and bringing the position to 140,187 shares worth $4.67M. The position accounts for 0.75% of the portfolio, ranked #29.

Pettinga Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.14M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pettinga Financial Advisors held 140,187 shares of iShares Bitcoin Trust worth $4.67M as of Q2 2026.
  • Pettinga Financial Advisors bought 8,410 iShares Bitcoin Trust shares in Q2 2026, an estimated $342K.
  • iShares Bitcoin Trust made up 0.75% of Pettinga Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Pettinga Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Pettinga Financial Advisors's iShares Bitcoin Trust position peaked at $8.14M in Q3 2025.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.