Strong Tower Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Strong Tower Advisory Services’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	$7.61M	Sell	228,483 -151,389	-40%	-$6.16M	1.36%	25
2026 Q1	$14.6M	Buy	379,872 +24,142	+7%	+$1.05M	2.75%	8
2025 Q4	$17.7M	Buy	355,730 +68,060	+24%	+$3.87M	3.16%	8
2025 Q3	$18.7M	Sell	287,670 -441	-0.2%	-$28.7K	3.54%	5
2025 Q2	$17.6M	Sell	288,111 -1,749	-0.6%	-$98K	3.48%	7
2025 Q1	$12.8M	Sell	289,860 -3,845	-1%	-$204K	3.16%	7
2024 Q4	$15.6M	Buy	293,705 +11,379	+4%	+$537K	4.07%	4
2024 Q3	$10.2M	Buy	282,326 +96,252	+52%	+$3.34M	2.84%	10
2024 Q2	$6.35M	Buy	+186,074	New	+$6.95M	2.08%	15

Other funds holding IBIT

Encompass More Asset Management Danville, California $687M 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 $59.8B AUM 29.42% 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 $9.99B 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 $714M AUM 27.91% 1-Year Est. Return