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Plancorp LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Plancorp LLC’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 		$398K Buy
11,311
+974
+9% +$39.6K 0.01% 288
2026
Q1 		$430K Buy
10,337
+125
+1% +$5.41K 0.01% 250
2025
Q4 		$507K Sell
10,212
-655
-6% -$37.2K 0.02% 217
2025
Q3 		$706K Buy
10,867
+2,189
+25% +$142K 0.02% 185
2025
Q2 		$531K Buy
8,678
+2,293
+36% +$128K 0.02% 217
2025
Q1 		$299K Buy
6,385
+210
+3% +$11.1K 0.01% 279
2024
Q4 		$328K Buy
6,175
+4
+0.1% +$189 0.01% 235
2024
Q3 		$223K Hold
6,171
– – 0.01% 286
2024
Q2 		$211K Buy
+6,171
New +$230K 0.01% 280

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's IBIT Position: Q2 2026 in Review

Plancorp LLC increased its iShares Bitcoin Trust (IBIT) stake by 9.4% in Q2 2026, buying an estimated $39.6K and bringing the position to 11,311 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #288.

Plancorp LLC first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $706K in Q3 2025. 410 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Plancorp LLC held 11,311 shares of iShares Bitcoin Trust worth $398K as of Q2 2026.
  • Plancorp LLC bought 974 iShares Bitcoin Trust shares in Q2 2026, an estimated $39.6K.
  • iShares Bitcoin Trust made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #288 holding.
  • Plancorp LLC first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Plancorp LLC's iShares Bitcoin Trust position peaked at $706K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.