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

Stratos Wealth Partners’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 		$2.73M Sell
81,925
-7,720
-9% -$314K 0.03% 503
2026
Q1 		$3.44M Buy
89,645
+9,522
+12% +$412K 0.04% 413
2025
Q4 		$3.98M Sell
80,123
-457
-0.6% -$26K 0.05% 381
2025
Q3 		$5.24M Buy
80,580
+37,425
+87% +$2.43M 0.06% 303
2025
Q2 		$2.64M Buy
43,155
+7,324
+20% +$410K 0.04% 424
2025
Q1 		$1.68M Buy
35,831
+11,428
+47% +$605K 0.03% 492
2024
Q4 		$1.29M Buy
24,403
+8,535
+54% +$403K 0.02% 600
2024
Q3 		$573K Buy
15,868
+6,499
+69% +$226K 0.01% 886
2024
Q2 		$320K Buy
9,369
+998
+12% +$37.3K 0.01% 1069
2024
Q1 		$339K Buy
+8,371
New +$261K 0.01% 1045

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 8.6% in Q2 2026, selling an estimated $314K and leaving 81,925 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #503.

Stratos Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.24M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Stratos Wealth Partners held 81,925 shares of iShares Bitcoin Trust worth $2.73M as of Q2 2026.
  • Stratos Wealth Partners sold 7,720 iShares Bitcoin Trust shares in Q2 2026, an estimated $314K.
  • iShares Bitcoin Trust made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #503 holding.
  • Stratos Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Stratos Wealth Partners's iShares Bitcoin Trust position peaked at $5.24M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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