Avondale Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Avondale 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	$366K	Sell	11,000 -3,000	-21%	-$122K	0.15%	51
2026 Q1	$538K	Buy	14,000 +600	+4%	+$26K	0.26%	45
2025 Q4	$665K	Buy	13,400 +800	+6%	+$45.4K	0.34%	31
2025 Q3	$819K	Buy	12,600 +6,600	+110%	+$429K	0.44%	28
2025 Q2	$367K	Hold	6,000	–	–	0.21%	46
2025 Q1	$281K	Hold	6,000	–	–	0.18%	46
2024 Q4	$318K	Sell	6,000 -1,055	-15%	-$49.8K	0.2%	39
2024 Q3	$255K	Sell	7,055 -30	-0.4%	-$1.04K	0.17%	45
2024 Q2	$242K	Buy	+7,085	New	+$265K	0.17%	47

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avondale Wealth Management's IBIT Position: Q2 2026 in Review

Avondale Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 21% in Q2 2026, selling an estimated $122K and leaving 11,000 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #51.

Avondale Wealth Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $819K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Avondale Wealth Management held 11,000 shares of iShares Bitcoin Trust worth $366K as of Q2 2026.
Avondale Wealth Management sold 3,000 iShares Bitcoin Trust shares in Q2 2026, an estimated $122K.
iShares Bitcoin Trust made up 0.15% of Avondale Wealth Management's portfolio in Q2 2026, its #51 holding.
Avondale Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Avondale Wealth Management's iShares Bitcoin Trust position peaked at $819K in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.