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Asset Dedication LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Asset Dedication LLC’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 		$666K Buy
19,998
+1,127
+6% +$45.8K 0.04% 210
2026
Q1 		$725K Buy
18,871
+2,464
+15% +$107K 0.05% 189
2025
Q4 		$815K Buy
16,407
+10
+0.1% +$568 0.05% 185
2025
Q3 		$1.07M Buy
16,397
+1,305
+9% +$84.9K 0.07% 163
2025
Q2 		$924K Buy
15,092
+1,799
+14% +$101K 0.07% 165
2025
Q1 		$622K Buy
13,293
+11,885
+844% +$629K 0.05% 192
2024
Q4 		$74.7K Buy
1,408
+597
+74% +$28.2K 0.01% 412
2024
Q3 		$29.3K Buy
811
+279
+52% +$9.69K ﹤0.01% 605
2024
Q2 		$18.2K Buy
+532
New +$19.9K ﹤0.01% 700

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

Asset Dedication LLC's IBIT Position: Q2 2026 in Review

Asset Dedication LLC increased its iShares Bitcoin Trust (IBIT) stake by 6% in Q2 2026, buying an estimated $45.8K and bringing the position to 19,998 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #210.

Asset Dedication LLC first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Asset Dedication LLC held 19,998 shares of iShares Bitcoin Trust worth $666K as of Q2 2026.
  • Asset Dedication LLC bought 1,127 iShares Bitcoin Trust shares in Q2 2026, an estimated $45.8K.
  • iShares Bitcoin Trust made up 0.04% of Asset Dedication LLC's portfolio in Q2 2026, its #210 holding.
  • Asset Dedication LLC first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Asset Dedication LLC's iShares Bitcoin Trust position peaked at $1.07M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.