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Regent Peak Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Regent Peak Wealth 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 		$2.21M Sell
66,277
-4,386
-6% -$178K 0.41% 34
2026
Q1 		$2.71M Buy
70,663
+9,551
+16% +$414K 0.55% 26
2025
Q4 		$3.03M Buy
61,112
+51,669
+547% +$2.94M 0.6% 25
2025
Q3 		$614K Buy
+9,443
New +$614K 0.12% 75

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

Regent Peak Wealth Advisors's IBIT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 6.2% in Q2 2026, selling an estimated $178K and leaving 66,277 shares worth $2.21M. The position accounts for 0.41% of the portfolio, ranked #34.

Regent Peak Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.03M in Q4 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Regent Peak Wealth Advisors held 66,277 shares of iShares Bitcoin Trust worth $2.21M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 4,386 iShares Bitcoin Trust shares in Q2 2026, an estimated $178K.
  • iShares Bitcoin Trust made up 0.41% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Regent Peak Wealth Advisors's iShares Bitcoin Trust position peaked at $3.03M in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.