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Quattro Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Quattro Financial Advisors’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 		$6.56M Sell
196,976
-79,859
-29% -$3.25M 1.4% 21
2026
Q1 		$10.7M Buy
276,835
+3,970
+1% +$172K 3.22% 8
2025
Q4 		$13.5M Buy
272,865
+46,465
+21% +$2.64M 4.04% 5
2025
Q3 		$14.7M Buy
226,400
+35,565
+19% +$2.31M 4.65% 5
2025
Q2 		$11.7M Sell
190,835
-42,620
-18% -$2.39M 4.11% 5
2025
Q1 		$10.9M Sell
233,455
-85,645
-27% -$4.53M 3.75% 6
2024
Q4 		$18.9M Hold
319,100
– – 4.87% 6
2024
Q3 		$12M Hold
319,100
– – 3.4% 9
2024
Q2 		$10.9M Sell
319,100
-149,100
-32% -$5.57M 2.85% 9
2024
Q1 		$18.9M Buy
+468,200
New +$14.6M 5.39% 3

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

Quattro Financial Advisors's IBIT Position: Q2 2026 in Review

Quattro Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 29% in Q2 2026, selling an estimated $3.25M and leaving 196,976 shares worth $6.56M. The position accounts for 1.4% of the portfolio, ranked #21.

Quattro Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.9M in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Quattro Financial Advisors held 196,976 shares of iShares Bitcoin Trust worth $6.56M as of Q2 2026.
  • Quattro Financial Advisors sold 79,859 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.25M.
  • iShares Bitcoin Trust made up 1.4% of Quattro Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Quattro Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Quattro Financial Advisors's iShares Bitcoin Trust position peaked at $18.9M in Q1 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.