AF
IBIT icon

Abound Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Abound Financial’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 		$1.49M Buy
44,632
+10,715
+32% +$436K 0.59% 23
2026
Q1 		$1.3M Buy
33,917
+11,697
+53% +$506K 0.57% 24
2025
Q4 		$1.1M Buy
22,220
+10,915
+97% +$620K 0.43% 25
2025
Q3 		$735K Buy
11,305
+587
+5% +$38.2K 0.29% 35
2025
Q2 		$656K Buy
10,718
+336
+3% +$18.8K 0.29% 34
2025
Q1 		$486K Buy
10,382
+4,311
+71% +$228K 0.25% 39
2024
Q4 		$322K Buy
+6,071
New +$287K 0.16% 54

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

Abound Financial's IBIT Position: Q2 2026 in Review

Abound Financial increased its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, buying an estimated $436K and bringing the position to 44,632 shares worth $1.49M. The position accounts for 0.59% of the portfolio, ranked #23.

Abound Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Abound Financial held 44,632 shares of iShares Bitcoin Trust worth $1.49M as of Q2 2026.
  • Abound Financial bought 10,715 iShares Bitcoin Trust shares in Q2 2026, an estimated $436K.
  • iShares Bitcoin Trust made up 0.59% of Abound Financial's portfolio in Q2 2026, its #23 holding.
  • Abound Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.