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Abundance Wealth Counselors’s iShares Bitcoin Trust IBIT Stock Holding History

Abundance Wealth Counselors’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 		$381K Buy
11,454
+5,727
+100% +$233K 0.02% 203
2026
Q1 		$220K Buy
+5,727
New +$248K 0.03% 225
2025
Q4 		– Sell
-3,932
Closed -$256K – 170
2025
Q3 		$256K Buy
3,932
+7
+0.2% +$455 0.04% 146
2025
Q2 		$240K Buy
+3,925
New +$220K 0.04% 148

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

Abundance Wealth Counselors's IBIT Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Bitcoin Trust (IBIT) stake by 100% in Q2 2026, buying an estimated $233K and bringing the position to 11,454 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #203.

Abundance Wealth Counselors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Abundance Wealth Counselors held 11,454 shares of iShares Bitcoin Trust worth $381K as of Q2 2026.
  • Abundance Wealth Counselors bought 5,727 iShares Bitcoin Trust shares in Q2 2026, an estimated $233K.
  • iShares Bitcoin Trust made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #203 holding.
  • Abundance Wealth Counselors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.