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AssuredPartners Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

AssuredPartners Investment 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 		$223K Sell
6,701
-75
-1% -$3.05K 0.02% 386
2026
Q1 		$268K Buy
6,776
+373
+6% +$16.1K 0.03% 338
2025
Q4 		$318K Buy
6,403
+1,511
+31% +$85.8K 0.05% 267
2025
Q3 		$318K Sell
4,892
-4,950
-50% -$322K 0.07% 197
2025
Q2 		$602K Buy
9,842
+4,474
+83% +$251K 0.15% 110
2025
Q1 		$251K Sell
5,368
-12,426
-70% -$658K 0.05% 284
2024
Q4 		$944K Buy
+17,794
New +$840K 0.18% 124

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

AssuredPartners Investment Advisors's IBIT Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 1.1% in Q2 2026, selling an estimated $3.05K and leaving 6,701 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #386.

AssuredPartners Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $944K in Q4 2024. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • AssuredPartners Investment Advisors held 6,701 shares of iShares Bitcoin Trust worth $223K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 75 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.05K.
  • iShares Bitcoin Trust made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #386 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's iShares Bitcoin Trust position peaked at $944K in Q4 2024.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.