Secure Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Secure Asset Management’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	$4.09M	Buy	122,957 +8,619	+8%	+$351K	0.58%	49
2026 Q1	$4.39M	Buy	114,338 +42,553	+59%	+$1.84M	0.7%	34
2025 Q4	$3.56M	Buy	71,785 +3,709	+5%	+$211K	0.56%	46
2025 Q3	$4.54M	Buy	68,076 +6,795	+11%	+$442K	0.75%	29
2025 Q2	$3.75M	Buy	61,281 +2,747	+5%	+$154K	0.7%	31
2025 Q1	$2.74M	Buy	58,534 +9,004	+18%	+$477K	0.55%	49
2024 Q4	$2.63M	Buy	49,530 +7,341	+17%	+$347K	0.4%	56
2024 Q3	$1.52M	Buy	42,189 +1,769	+4%	+$61.4K	0.26%	101
2024 Q2	$1.38M	Buy	+40,420	New	+$1.51M	0.26%	94

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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