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Phillips Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

Phillips Financial Management’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 		$382K Hold
11,484
– – 0.03% 152
2026
Q1 		$441K Sell
11,484
-942
-8% -$40.8K 0.03% 146
2025
Q4 		$617K Buy
12,426
+2,283
+23% +$130K 0.04% 136
2025
Q3 		$659K Buy
10,143
+3,614
+55% +$235K 0.04% 137
2025
Q2 		$400K Sell
6,529
-1,371
-17% -$76.8K 0.03% 149
2025
Q1 		$370K Buy
7,900
+3,484
+79% +$184K 0.03% 145
2024
Q4 		$234K Buy
+4,416
New +$208K 0.02% 166

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

Phillips Financial Management's IBIT Position: Q2 2026 in Review

Phillips Financial Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11,484 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #152.

Phillips Financial Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Phillips Financial Management held 11,484 shares of iShares Bitcoin Trust worth $382K as of Q2 2026.
  • Phillips Financial Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #152 holding.
  • Phillips Financial Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Phillips Financial Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.