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Prospect Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Prospect Financial Services’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 		$1.12M Sell
33,560
-843
-2% -$34.3K 0.57% 36
2026
Q1 		$1.32M Buy
34,403
+423
+1% +$18.3K 0.81% 31
2025
Q4 		$1.69M Buy
33,980
+2,664
+9% +$151K 0.97% 27
2025
Q3 		$2.04M Buy
31,316
+23,363
+294% +$1.52M 1.17% 24
2025
Q2 		$487K Buy
7,953
+1,008
+15% +$56.5K 0.3% 57
2025
Q1 		$325K Buy
+6,945
New +$368K 0.18% 80

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

Prospect Financial Services's IBIT Position: Q2 2026 in Review

Prospect Financial Services reduced its iShares Bitcoin Trust (IBIT) stake by 2.5% in Q2 2026, selling an estimated $34.3K and leaving 33,560 shares worth $1.12M. The position accounts for 0.57% of the portfolio, ranked #36.

Prospect Financial Services first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Prospect Financial Services held 33,560 shares of iShares Bitcoin Trust worth $1.12M as of Q2 2026.
  • Prospect Financial Services sold 843 iShares Bitcoin Trust shares in Q2 2026, an estimated $34.3K.
  • iShares Bitcoin Trust made up 0.57% of Prospect Financial Services's portfolio in Q2 2026, its #36 holding.
  • Prospect Financial Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Prospect Financial Services's iShares Bitcoin Trust position peaked at $2.04M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.