Alpine Bank Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Alpine Bank 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	$2.13K	Buy	+64	New	+$2.6K	﹤0.01%	402
2025 Q4	–	Sell	-117	Closed	-$7.61K	–	271
2025 Q3	$7.61K	Hold	117	–	–	﹤0.01%	392
2025 Q2	$7.16K	Buy	117 +25	+27%	+$1.4K	﹤0.01%	391
2025 Q1	$4.31K	Buy	+92	New	+$4.87K	﹤0.01%	395

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Alpine Bank Wealth Management's IBIT Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 64 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in IBIT as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.61K in Q3 2025. 935 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Alpine Bank Wealth Management held 64 shares of iShares Bitcoin Trust worth $2.13K as of Q2 2026.
iShares Bitcoin Trust was a new Alpine Bank Wealth Management position in Q2 2026.
iShares Bitcoin Trust made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #402 holding.
Alpine Bank Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
Alpine Bank Wealth Management's iShares Bitcoin Trust position peaked at $7.61K in Q3 2025.
935 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.