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Quantum Financial Planning Services’s iShares Bitcoin Trust IBIT Stock Holding History

Quantum Financial Planning 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 		$264K Buy
7,921
+148
+2% +$6.02K 0.08% 49
2026
Q1 		$299K Buy
7,773
+24
+0.3% +$1.04K 0.11% 43
2025
Q4 		$385K Buy
+7,749
New +$440K 0.14% 34

Other funds holding IBIT

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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Quantum Financial Planning Services's IBIT Position: Q2 2026 in Review

Quantum Financial Planning Services increased its iShares Bitcoin Trust (IBIT) stake by 1.9% in Q2 2026, buying an estimated $6.02K and bringing the position to 7,921 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #49.

Quantum Financial Planning Services first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Quantum Financial Planning Services held 7,921 shares of iShares Bitcoin Trust worth $264K as of Q2 2026.
  • Quantum Financial Planning Services bought 148 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.02K.
  • iShares Bitcoin Trust made up 0.08% of Quantum Financial Planning Services's portfolio in Q2 2026, its #49 holding.
  • Quantum Financial Planning Services first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Quantum Financial Planning Services's iShares Bitcoin Trust position peaked at $385K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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