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Quantum Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Quantum Financial Partners’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 		$385K Buy
+11,577
New +$471K 0.2% 93

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Quantum Financial Partners's IBIT Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 11,577 shares worth $385K. The stake represents 0.2% of the portfolio and ranks #93 among its holdings.

352 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Quantum Financial Partners held 11,577 shares of iShares Bitcoin Trust worth $385K as of Q2 2026.
  • iShares Bitcoin Trust was a new Quantum Financial Partners position in Q2 2026.
  • iShares Bitcoin Trust made up 0.2% of Quantum Financial Partners's portfolio in Q2 2026, its #93 holding.
  • 352 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.