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

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return