Signature Estate & Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Signature Estate & Investment 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	$336K	Sell	10,102 -20,650	-67%	-$840K	0.01%	523
2026 Q1	$1.18M	Sell	30,752 -130,726	-81%	-$5.66M	0.02%	247
2025 Q4	$8.02M	Buy	161,478 +154,817	+2,324%	+$8.79M	0.16%	70
2025 Q3	$433K	Buy	6,661 +983	+17%	+$63.9K	0.01%	414
2025 Q2	$348K	Buy	5,678 +705	+14%	+$39.5K	0.01%	429
2025 Q1	$233K	Buy	4,973 +249	+5%	+$13.2K	0.01%	490
2024 Q4	$251K	Buy	+4,724	New	+$223K	0.01%	454

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Estate & Investment Advisors's IBIT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 67% in Q2 2026, selling an estimated $840K and leaving 10,102 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #523.

Signature Estate & Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.02M in Q4 2025. 847 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Signature Estate & Investment Advisors held 10,102 shares of iShares Bitcoin Trust worth $336K as of Q2 2026.
Signature Estate & Investment Advisors sold 20,650 iShares Bitcoin Trust shares in Q2 2026, an estimated $840K.
iShares Bitcoin Trust made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #523 holding.
Signature Estate & Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's iShares Bitcoin Trust position peaked at $8.02M in Q4 2025.
847 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.