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Sunburst Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sunburst Financial Group’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 Buy
10,089
+1,222
+14% +$49.7K 0.05% 100
2026
Q1 		$341K Buy
8,867
+1,334
+18% +$57.8K 0.06% 96
2025
Q4 		$374K Buy
7,533
+475
+7% +$27K 0.08% 84
2025
Q3 		$459K Buy
7,058
+70
+1% +$4.55K 0.1% 74
2025
Q2 		$428K Buy
6,988
+572
+9% +$32.1K 0.1% 72
2025
Q1 		$300K Buy
6,416
+1,075
+20% +$56.9K 0.07% 88
2024
Q4 		$283K Buy
+5,341
New +$252K 0.07% 89

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

Sunburst Financial Group's IBIT Position: Q2 2026 in Review

Sunburst Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, buying an estimated $49.7K and bringing the position to 10,089 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #100.

Sunburst Financial Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sunburst Financial Group held 10,089 shares of iShares Bitcoin Trust worth $336K as of Q2 2026.
  • Sunburst Financial Group bought 1,222 iShares Bitcoin Trust shares in Q2 2026, an estimated $49.7K.
  • iShares Bitcoin Trust made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #100 holding.
  • Sunburst Financial Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Sunburst Financial Group's iShares Bitcoin Trust position peaked at $459K in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.