Upper Left Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Upper Left Wealth 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 Q1	–	Sell	-800	Closed	-$39.7K	–	69
2025 Q4	$39.7K	Hold	800	–	–	0.02%	67
2025 Q3	$52K	Hold	800	–	–	0.03%	65
2025 Q2	$49K	Sell	800 -200	-20%	-$11.2K	0.03%	65
2025 Q1	$46.8K	Buy	+1,000	New	+$52.9K	0.03%	62

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Upper Left Wealth Management's IBIT Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 8% in Q2 2026, buying an estimated $495K and bringing the position to 163,550 shares worth $5.44M. The position accounts for 3.02% of the portfolio, ranked #10.

Upper Left Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.22M in Q3 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Upper Left Wealth Management held 163,550 shares of iShares Bitcoin Trust worth $5.44M as of Q2 2026.
Upper Left Wealth Management bought 12,176 iShares Bitcoin Trust shares in Q2 2026, an estimated $495K.
iShares Bitcoin Trust made up 3.02% of Upper Left Wealth Management's portfolio in Q2 2026, its #10 holding.
Upper Left Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Upper Left Wealth Management's iShares Bitcoin Trust position peaked at $6.22M in Q3 2025.
285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.