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United Financial Planning Group’s iShares Bitcoin Trust IBIT Stock Holding History

United Financial Planning Group’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 		$30.9K Buy
927
+213
+30% +$8.66K 0.02% 133
2026
Q1 		$27.4K Buy
+714
New +$30.9K 0.02% 116

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

United Financial Planning Group's IBIT Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q2 2026, buying an estimated $8.66K and bringing the position to 927 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #133.

United Financial Planning Group first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • United Financial Planning Group held 927 shares of iShares Bitcoin Trust worth $30.9K as of Q2 2026.
  • United Financial Planning Group bought 213 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.66K.
  • iShares Bitcoin Trust made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #133 holding.
  • United Financial Planning Group first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.