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San Luis Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

San Luis 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 		$305 Buy
4,800
+1,200
+33% +$48.8K ﹤0.01% 185
2026
Q1 		$591 Buy
3,600
+2,500
+227% +$108K ﹤0.01% 175
2025
Q4 		$79 Sell
1,100
-2,600
-70% -$148K ﹤0.01% 182
2025
Q3 		$760 Buy
+3,700
New +$241K ﹤0.01% 179

Other funds holding IBIT

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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

San Luis Wealth Advisors's IBIT Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 77% in Q2 2026, buying an estimated $1.87M and bringing the position to 105,692 shares worth $3.52M. The position accounts for 0.53% of the portfolio, ranked #48.

San Luis Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • San Luis Wealth Advisors held 105,692 shares of iShares Bitcoin Trust worth $3.52M as of Q2 2026.
  • San Luis Wealth Advisors bought 45,859 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.87M.
  • iShares Bitcoin Trust made up 0.53% of San Luis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • San Luis Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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