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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
17,635
Value
$587.1K
% of portfolio
0.1%
Quarters held
5
Since Q2 2024
Holdings of IBIT by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,635$587.1K0.1%+10,794+157.8%AddedHolders
Q1 20266,841$262.8K<0.1%+1,457+27.1%AddedHolders
Q4 20255,384$267.3K<0.1%+5,384NewHolders
Q4 20240$00.0%−18,337−100.0%Sold outHolders
Q3 202418,337$662.5K0.2%−3,053−14.3%ReducedHolders
Q2 202421,390$730.3K0.2%+21,390NewHolders