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Ameritas Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Ameritas Advisory Services’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 		$1.12M Buy
+33,534
New +$1.36M 0.02% 529
2025
Q4 		– Sell
-20,991
Closed -$1.36M – 1484
2025
Q3 		$1.36M Buy
20,991
+18,019
+606% +$1.17M 0.09% 195
2025
Q2 		$182K Sell
2,972
-2,762
-48% -$155K 0.01% 774
2025
Q1 		$300K Sell
5,734
-10,828
-65% -$573K 0.01% 701
2024
Q4 		$879K Buy
+16,562
New +$782K 0.03% 453

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

Ameritas Advisory Services's IBIT Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 33,534 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IBIT as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.36M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ameritas Advisory Services held 33,534 shares of iShares Bitcoin Trust worth $1.12M as of Q2 2026.
  • iShares Bitcoin Trust was a new Ameritas Advisory Services position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #529 holding.
  • Ameritas Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Ameritas Advisory Services's iShares Bitcoin Trust position peaked at $1.36M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.