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WMG Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

WMG Financial 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 		$1.13M Sell
34,033
-15,851
-32% -$645K 0.43% 29
2026
Q1 		$1.92M Buy
49,884
+8,453
+20% +$366K 0.8% 22
2025
Q4 		$2.06M Buy
41,431
+18,720
+82% +$1.06M 0.85% 23
2025
Q3 		$1.48M Buy
+22,711
New +$1.48M 0.49% 41

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

WMG Financial Advisors's IBIT Position: Q2 2026 in Review

WMG Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, selling an estimated $645K and leaving 34,033 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #29.

WMG Financial Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WMG Financial Advisors held 34,033 shares of iShares Bitcoin Trust worth $1.13M as of Q2 2026.
  • WMG Financial Advisors sold 15,851 iShares Bitcoin Trust shares in Q2 2026, an estimated $645K.
  • iShares Bitcoin Trust made up 0.43% of WMG Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • WMG Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • WMG Financial Advisors's iShares Bitcoin Trust position peaked at $2.06M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.