Sapient Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Sapient Capital’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	$5.8M	Sell	174,222 -8,851	-5%	-$360K	0.08%	111
2026 Q1	$7.03M	Sell	183,073 -4,140	-2%	-$179K	0.11%	100
2025 Q4	$9.33M	Buy	187,213 +5,001	+3%	+$284K	0.13%	92
2025 Q3	$11.8M	Buy	182,212 +32,897	+22%	+$2.14M	0.18%	81
2025 Q2	$9.14M	Buy	149,315 +13,980	+10%	+$783K	0.16%	86
2025 Q1	$6.34M	Buy	135,335 +16,098	+14%	+$852K	0.13%	96
2024 Q4	$6.33M	Buy	119,237 +40,048	+51%	+$1.89M	0.12%	96
2024 Q3	$2.86M	Sell	79,189 -238,351	-75%	-$8.28M	0.06%	123
2024 Q2	$10.8M	Buy	317,540 +306,317	+2,729%	+$11.4M	0.23%	71
2024 Q1	$454K	Buy	+11,223	New	+$350K	0.01%	249

Other funds holding IBIT

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return