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Tempus Wealth Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Tempus Wealth Planning’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 		$350K Buy
10,520
+868
+9% +$35.3K 0.07% 212
2026
Q1 		$371K Buy
9,652
+571
+6% +$24.7K 0.09% 200
2025
Q4 		$451K Sell
9,081
-9,944
-52% -$565K 0.1% 182
2025
Q3 		$1.24M Buy
19,025
+7,824
+70% +$509K 0.28% 94
2025
Q2 		$686K Buy
11,201
+1,351
+14% +$75.7K 0.17% 135
2025
Q1 		$461K Buy
+9,850
New +$521K 0.14% 154

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

Tempus Wealth Planning's IBIT Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Bitcoin Trust (IBIT) stake by 9% in Q2 2026, buying an estimated $35.3K and bringing the position to 10,520 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #212.

Tempus Wealth Planning first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Tempus Wealth Planning held 10,520 shares of iShares Bitcoin Trust worth $350K as of Q2 2026.
  • Tempus Wealth Planning bought 868 iShares Bitcoin Trust shares in Q2 2026, an estimated $35.3K.
  • iShares Bitcoin Trust made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #212 holding.
  • Tempus Wealth Planning first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Tempus Wealth Planning's iShares Bitcoin Trust position peaked at $1.24M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.