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Trust Point Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Trust Point Inc’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 		$211K Hold
6,344
– – 0.02% 439
2026
Q1 		$244K Hold
6,344
– – 0.02% 449
2025
Q4 		$315K Hold
6,344
– – 0.02% 356
2025
Q3 		$412K Hold
6,344
– – 0.03% 278
2025
Q2 		$388K Hold
6,344
– – 0.04% 236
2025
Q1 		$297K Buy
+6,344
New +$336K 0.03% 342

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Trust Point Inc's IBIT Position: Q2 2026 in Review

Trust Point Inc held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 6,344 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #439.

Trust Point Inc first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $412K in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Trust Point Inc held 6,344 shares of iShares Bitcoin Trust worth $211K as of Q2 2026.
  • Trust Point Inc left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #439 holding.
  • Trust Point Inc first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Trust Point Inc's iShares Bitcoin Trust position peaked at $412K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.