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Advisory Solutions Group, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Advisory Solutions Group, LLC’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 		$297K Buy
+8,919
New +$363K 0.1% 155

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Advisory Solutions Group, LLC's IBIT Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 8,919 shares worth $297K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

612 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Advisory Solutions Group, LLC held 8,919 shares of iShares Bitcoin Trust worth $297K as of Q2 2026.
  • iShares Bitcoin Trust was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares Bitcoin Trust made up 0.1% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #155 holding.
  • 612 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.