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Sachetta’s iShares Bitcoin Trust IBIT Stock Holding History

Sachetta’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 		$12.8K Hold
384
– – 0.01% 397
2026
Q1 		$14.8K Hold
384
– – 0.01% 353
2025
Q4 		$19.1K Hold
384
– – 0.01% 302
2025
Q3 		$25K Buy
384
+341
+793% +$22.2K 0.01% 335
2025
Q2 		$2.63K Buy
+43
New +$2.41K ﹤0.01% 740

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

Sachetta's IBIT Position: Q2 2026 in Review

Sachetta held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 384 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #397.

Sachetta first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $25K in Q3 2025. 332 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sachetta held 384 shares of iShares Bitcoin Trust worth $12.8K as of Q2 2026.
  • Sachetta left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Sachetta's portfolio in Q2 2026, its #397 holding.
  • Sachetta first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Sachetta's iShares Bitcoin Trust position peaked at $25K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.