Retirement Planning Company of New England’s iShares Bitcoin Trust IBIT Stock Holding History

Retirement Planning Company of New England’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	–	Sell	-5,347	Closed	-$205K	–	266
2026 Q1	$205K	Hold	5,347	–	–	0.08%	234
2025 Q4	$265K	Sell	5,347 -298	-5%	-$16.9K	0.11%	206
2025 Q3	$367K	Buy	5,645 +22	+0.4%	+$1.43K	0.15%	169
2025 Q2	$344K	Buy	5,623 +5	+0.1%	+$280	0.15%	165
2025 Q1	$263K	Buy	5,618 +101	+2%	+$5.35K	0.13%	188
2024 Q4	$293K	Buy	+5,517	New	+$260K	0.14%	175

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Retirement Planning Company of New England's IBIT Position: Q2 2026 in Review

Retirement Planning Company of New England sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,347 shares — an estimated $205K sold.

Retirement Planning Company of New England first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $367K in Q3 2025. 991 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Retirement Planning Company of New England reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Retirement Planning Company of New England sold 5,347 iShares Bitcoin Trust shares in Q2 2026, an estimated $205K.
Retirement Planning Company of New England first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
Retirement Planning Company of New England's iShares Bitcoin Trust position peaked at $367K in Q3 2025.
991 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.