WealthGarden F.S.’s iShares Bitcoin Trust IBIT Stock Holding History

WealthGarden F.S.’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	$450K	Buy	13,524 +4,509	+50%	+$183K	0.26%	111
2026 Q1	$346K	Buy	9,015 +2,766	+44%	+$120K	0.24%	116
2025 Q4	$310K	Buy	6,249 +1,207	+24%	+$68.6K	0.2%	119
2025 Q3	$317K	Sell	5,042 -191	-4%	-$12.4K	0.23%	112
2025 Q2	$347K	Sell	5,233 -580	-10%	-$32.5K	0.29%	92
2025 Q1	$272K	Buy	+5,813	New	+$308K	0.26%	100

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

WealthGarden F.S.'s IBIT Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Bitcoin Trust (IBIT) stake by 50% in Q2 2026, buying an estimated $183K and bringing the position to 13,524 shares worth $450K. The position accounts for 0.26% of the portfolio, ranked #111.

WealthGarden F.S. first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

WealthGarden F.S. held 13,524 shares of iShares Bitcoin Trust worth $450K as of Q2 2026.
WealthGarden F.S. bought 4,509 iShares Bitcoin Trust shares in Q2 2026, an estimated $183K.
iShares Bitcoin Trust made up 0.26% of WealthGarden F.S.'s portfolio in Q2 2026, its #111 holding.
WealthGarden F.S. first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.