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TFC Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

TFC Financial 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 		$12.7K Hold
380
– – ﹤0.01% 412
2026
Q1 		$14.6K Buy
380
+323
+567% +$14K ﹤0.01% 382
2025
Q4 		$2.83K Hold
57
– – ﹤0.01% 498
2025
Q3 		$3.71K Buy
+57
New +$3.71K ﹤0.01% 489

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

TFC Financial Management's IBIT Position: Q2 2026 in Review

TFC Financial Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 380 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

TFC Financial Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • TFC Financial Management held 380 shares of iShares Bitcoin Trust worth $12.7K as of Q2 2026.
  • TFC Financial Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #412 holding.
  • TFC Financial Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • TFC Financial Management's iShares Bitcoin Trust position peaked at $14.6K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.