XPN
IBIT icon

XY Planning Network’s iShares Bitcoin Trust IBIT Stock Holding History

XY Planning Network’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 		$282K Buy
8,473
+1,719
+25% +$69.9K 0.04% 293
2026
Q1 		$261K Buy
6,754
+2,147
+47% +$93K 0.04% 248
2025
Q4 		$229K Buy
4,607
+825
+22% +$46.9K 0.04% 239
2025
Q3 		$231K Hold
3,782
– – 0.08% 161
2025
Q2 		$231K Buy
+3,782
New +$212K 0.08% 161

Other funds holding IBIT

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's IBIT Position: Q2 2026 in Review

XY Planning Network increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, buying an estimated $69.9K and bringing the position to 8,473 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #293.

XY Planning Network first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • XY Planning Network held 8,473 shares of iShares Bitcoin Trust worth $282K as of Q2 2026.
  • XY Planning Network bought 1,719 iShares Bitcoin Trust shares in Q2 2026, an estimated $69.9K.
  • iShares Bitcoin Trust made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #293 holding.
  • XY Planning Network first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.