Plante Moran Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Plante Moran 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	$213K	Buy	6,408 +4,469	+230%	+$182K	0.01%	160
2026 Q1	$74.5K	Sell	1,939 -3,519	-64%	-$152K	﹤0.01%	264
2025 Q4	$271K	Buy	5,458 +2,069	+61%	+$118K	0.02%	140
2025 Q3	$220K	Buy	3,389 +1,450	+75%	+$94.3K	0.01%	159
2025 Q2	$119K	Sell	1,939 -89	-4%	-$4.99K	0.01%	219
2025 Q1	$94.9K	Buy	2,028 +987	+95%	+$52.3K	0.01%	252
2024 Q4	$55.2K	Buy	+1,041	New	+$49.1K	﹤0.01%	330

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Plante Moran Financial Advisors's IBIT Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 230% in Q2 2026, buying an estimated $182K and bringing the position to 6,408 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #160.

Plante Moran Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q4 2025. 973 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Plante Moran Financial Advisors held 6,408 shares of iShares Bitcoin Trust worth $213K as of Q2 2026.
Plante Moran Financial Advisors bought 4,469 iShares Bitcoin Trust shares in Q2 2026, an estimated $182K.
iShares Bitcoin Trust made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #160 holding.
Plante Moran Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Plante Moran Financial Advisors's iShares Bitcoin Trust position peaked at $271K in Q4 2025.
973 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.