Stratos Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Stratos 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	$3.69M	Buy	110,853 +6,220	+6%	+$253K	0.2%	110
2026 Q1	$4.02M	Buy	104,633 +13,158	+14%	+$570K	0.25%	92
2025 Q4	$4.54M	Sell	91,475 -1,637	-2%	-$93K	0.22%	110
2025 Q3	$6.05M	Buy	93,112 +10,656	+13%	+$693K	0.29%	90
2025 Q2	$5.05M	Buy	82,456 +2,804	+4%	+$157K	0.27%	97
2025 Q1	$3.73M	Buy	79,652 +69,070	+653%	+$3.66M	0.2%	111
2024 Q4	$561K	Buy	10,582 +3,923	+59%	+$185K	0.03%	444
2024 Q3	$241K	Buy	+6,659	New	+$231K	0.01%	664

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stratos Wealth Advisors's IBIT Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 5.9% in Q2 2026, buying an estimated $253K and bringing the position to 110,853 shares worth $3.69M. The position accounts for 0.2% of the portfolio, ranked #110.

Stratos Wealth Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.05M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Stratos Wealth Advisors held 110,853 shares of iShares Bitcoin Trust worth $3.69M as of Q2 2026.
Stratos Wealth Advisors bought 6,220 iShares Bitcoin Trust shares in Q2 2026, an estimated $253K.
iShares Bitcoin Trust made up 0.2% of Stratos Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Stratos Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Stratos Wealth Advisors's iShares Bitcoin Trust position peaked at $6.05M in Q3 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.