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Riversedge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Riversedge 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 		$7.26M Buy
218,175
+175,819
+415% +$7.15M 0.96% 21
2026
Q1 		$1.63M Sell
42,356
-595
-1% -$25.8K 0.26% 41
2025
Q4 		$2.13M Sell
42,951
-9,996
-19% -$568K 0.35% 32
2025
Q3 		$3.44M Buy
52,947
+7,178
+16% +$467K 0.58% 27
2025
Q2 		$2.8M Sell
45,769
-16,752
-27% -$939K 0.55% 27
2025
Q1 		$2.93M Buy
+62,521
New +$3.31M 0.65% 24

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Riversedge Advisors's IBIT Position: Q2 2026 in Review

Riversedge Advisors increased its iShares Bitcoin Trust (IBIT) stake by 415% in Q2 2026, buying an estimated $7.15M and bringing the position to 218,175 shares worth $7.26M. The position accounts for 0.96% of the portfolio, ranked #21.

Riversedge Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Riversedge Advisors held 218,175 shares of iShares Bitcoin Trust worth $7.26M as of Q2 2026.
  • Riversedge Advisors bought 175,819 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.15M.
  • iShares Bitcoin Trust made up 0.96% of Riversedge Advisors's portfolio in Q2 2026, its #21 holding.
  • Riversedge Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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