Toth Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Toth Financial Advisory’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	$433	Buy	13 +6	+86%	+$244	﹤0.01%	863
2026 Q1	$269	Buy	7 +5	+250%	+$216	﹤0.01%	864
2025 Q4	$100	Sell	2 -1,002	-100%	-$56.9K	﹤0.01%	892
2025 Q3	$65.3K	Buy	1,004 +1,000	+25,000%	+$65K	0.01%	309
2025 Q2	$245	Hold	4	–	–	﹤0.01%	716
2025 Q1	$188	Buy	4 +1	+33%	+$53	﹤0.01%	692
2024 Q4	$160	Buy	3 +1	+50%	+$47	﹤0.01%	686
2024 Q3	$73	Sell	2 -3,000	-100%	-$104K	﹤0.01%	705
2024 Q2	$102K	Buy	3,002 +3,000	+150,000%	+$112K	0.01%	237
2024 Q1	$81	Buy	+2	New	+$62	﹤0.01%	713

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Toth Financial Advisory's IBIT Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Bitcoin Trust (IBIT) stake by 86% in Q2 2026, buying an estimated $244 and bringing the position to 13 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Toth Financial Advisory first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $102K in Q2 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Toth Financial Advisory held 13 shares of iShares Bitcoin Trust worth $433 as of Q2 2026.
Toth Financial Advisory bought 6 iShares Bitcoin Trust shares in Q2 2026, an estimated $244.
iShares Bitcoin Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #863 holding.
Toth Financial Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Toth Financial Advisory's iShares Bitcoin Trust position peaked at $102K in Q2 2024.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.