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Presidio Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Presidio Capital 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 		– Sell
-5,923
Closed -$228K – 89
2026
Q1 		$228K Buy
5,923
+1,504
+34% +$65.1K 0.07% 62
2025
Q4 		$219K Buy
4,419
+670
+18% +$38.1K 0.07% 68
2025
Q3 		$244K Buy
+3,749
New +$244K 0.09% 59

Other funds holding IBIT

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
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Presidio Capital Management's IBIT Position: Q2 2026 in Review

Presidio Capital Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,923 shares — an estimated $228K sold.

Presidio Capital Management first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $244K in Q3 2025. 642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Presidio Capital Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Presidio Capital Management sold 5,923 iShares Bitcoin Trust shares in Q2 2026, an estimated $228K.
  • Presidio Capital Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Presidio Capital Management's iShares Bitcoin Trust position peaked at $244K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.