Taylor & Morgan Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Taylor & Morgan Wealth Management’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	$216K	Hold	6,486	–	–	0.11%	80
2026 Q1	$249K	Sell	6,486 -1,020	-14%	-$44.2K	0.14%	67
2025 Q4	$373K	Buy	7,506 +924	+14%	+$52.5K	0.21%	60
2025 Q3	$428K	Sell	6,582 -500	-7%	-$32.5K	0.26%	49
2025 Q2	$433K	Hold	7,082	–	–	0.29%	45
2025 Q1	$332K	Sell	7,082 -2,256	-24%	-$119K	0.25%	47
2024 Q4	$495K	Buy	9,338 +1,250	+15%	+$59K	0.35%	43
2024 Q3	$292K	Buy	+8,088	New	+$281K	0.2%	52

Other funds holding IBIT

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 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

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Taylor & Morgan Wealth Management's IBIT Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 6,486 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #80.

Taylor & Morgan Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $495K in Q4 2024. 650 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Taylor & Morgan Wealth Management held 6,486 shares of iShares Bitcoin Trust worth $216K as of Q2 2026.
Taylor & Morgan Wealth Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.11% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #80 holding.
Taylor & Morgan Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Taylor & Morgan Wealth Management's iShares Bitcoin Trust position peaked at $495K in Q4 2024.
650 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.