Wealthedge Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthedge Investment Advisors’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	$774K	Sell	23,240 -1,774	-7%	-$72.2K	0.26%	79
2026 Q1	$961K	Buy	25,014 +1,034	+4%	+$44.8K	0.35%	71
2025 Q4	$1.19M	Buy	23,980 +775	+3%	+$44K	0.44%	64
2025 Q3	$1.51M	Sell	23,205 -1,100	-5%	-$71.6K	0.57%	53
2025 Q2	$1.49M	Sell	24,305 -42,185	-63%	-$2.36M	0.62%	45
2025 Q1	$3.11M	Buy	66,490 +40,778	+159%	+$2.16M	1.4%	17
2024 Q4	$1.36M	Buy	+25,712	New	+$1.21M	0.61%	51

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

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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 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

Wealthedge Investment Advisors's IBIT Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 7.1% in Q2 2026, selling an estimated $72.2K and leaving 23,240 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #79.

Wealthedge Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q1 2025. 647 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Wealthedge Investment Advisors held 23,240 shares of iShares Bitcoin Trust worth $774K as of Q2 2026.
Wealthedge Investment Advisors sold 1,774 iShares Bitcoin Trust shares in Q2 2026, an estimated $72.2K.
iShares Bitcoin Trust made up 0.26% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #79 holding.
Wealthedge Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's iShares Bitcoin Trust position peaked at $3.11M in Q1 2025.
647 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.