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Planning Strategies Inc.’s iShares Bitcoin Trust IBIT Stock Holding History

Planning Strategies Inc.’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 		$163K Buy
+4,903
New +$199K 0.1% 73

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
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 $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Planning Strategies Inc.'s IBIT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 4,903 shares worth $163K. The stake represents 0.1% of the portfolio and ranks #73 among its holdings.

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

  • Planning Strategies Inc. held 4,903 shares of iShares Bitcoin Trust worth $163K as of Q2 2026.
  • iShares Bitcoin Trust was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Bitcoin Trust made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #73 holding.
  • 562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.