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Aptus Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Aptus Capital Advisors’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 		$1.5M Sell
45,065
-21,419
-32% -$871K 0.01% 552
2026
Q1 		$2.55M Sell
66,484
-5,465
-8% -$237K 0.02% 435
2025
Q4 		$3.57M Buy
71,949
+50,212
+231% +$2.85M 0.03% 367
2025
Q3 		$1.41M Sell
21,737
-241
-1% -$15.7K 0.01% 494
2025
Q2 		$1.35M Buy
21,978
+1,958
+10% +$110K 0.01% 478
2025
Q1 		$937K Buy
20,020
+1,109
+6% +$58.7K 0.01% 523
2024
Q4 		$1M Buy
18,911
+4,374
+30% +$207K 0.01% 504
2024
Q3 		$525K Buy
14,537
+5,083
+54% +$176K 0.01% 524
2024
Q2 		$323K Buy
9,454
+2,058
+28% +$76.9K 0.01% 603
2024
Q1 		$299K Buy
+7,396
New +$231K 0.01% 632

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

Aptus Capital Advisors's IBIT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, selling an estimated $871K and leaving 45,065 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #552.

Aptus Capital Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.57M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Aptus Capital Advisors held 45,065 shares of iShares Bitcoin Trust worth $1.5M as of Q2 2026.
  • Aptus Capital Advisors sold 21,419 iShares Bitcoin Trust shares in Q2 2026, an estimated $871K.
  • iShares Bitcoin Trust made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #552 holding.
  • Aptus Capital Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's iShares Bitcoin Trust position peaked at $3.57M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.