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

Prospera 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 		$441K Sell
13,233
-5,587
-30% -$227K 0.01% 1088
2026
Q1 		$723K Buy
18,820
+2,962
+19% +$128K 0.01% 853
2025
Q4 		$787K Buy
15,858
+11,431
+258% +$649K 0.01% 772
2025
Q3 		$288K Buy
+4,427
New +$288K ﹤0.01% 1152

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

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

Prospera Financial Services reduced its iShares Bitcoin Trust (IBIT) stake by 30% in Q2 2026, selling an estimated $227K and leaving 13,233 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1088.

Prospera Financial Services first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $787K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Prospera Financial Services held 13,233 shares of iShares Bitcoin Trust worth $441K as of Q2 2026.
  • Prospera Financial Services sold 5,587 iShares Bitcoin Trust shares in Q2 2026, an estimated $227K.
  • iShares Bitcoin Trust made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1088 holding.
  • Prospera Financial Services first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's iShares Bitcoin Trust position peaked at $787K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.