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Abound Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Abound Wealth Management’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 		$8.56K Buy
257
+41
+19% +$1.67K ﹤0.01% 498
2026
Q1 		$8.31K Buy
216
+42
+24% +$1.82K ﹤0.01% 595
2025
Q4 		$8.65K Buy
174
+32
+23% +$1.82K ﹤0.01% 532
2025
Q3 		$9.24K Buy
+142
New +$9.24K ﹤0.01% 509

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 Wealth Management's IBIT Position: Q2 2026 in Review

Abound Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, buying an estimated $1.67K and bringing the position to 257 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Abound Wealth Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.24K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Abound Wealth Management held 257 shares of iShares Bitcoin Trust worth $8.56K as of Q2 2026.
  • Abound Wealth Management bought 41 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.67K.
  • iShares Bitcoin Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #498 holding.
  • Abound Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's iShares Bitcoin Trust position peaked at $9.24K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.