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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
2025
Q1 		– Sell
-951
Closed -$238K – 91
2024
Q4 		$238K Buy
+951
New +$44.9K 0.06% 77

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 866 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.
  • 866 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.