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Balboa Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Balboa Wealth Partners’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 		$587K Buy
17,635
+10,794
+158% +$439K 0.08% 209
2026
Q1 		$263K Buy
6,841
+1,457
+27% +$63.1K 0.04% 338
2025
Q4 		$267K Buy
+5,384
New +$306K 0.04% 316
2024
Q4 		– Sell
-18,337
Closed -$663K – 363
2024
Q3 		$663K Sell
18,337
-3,053
-14% -$106K 0.17% 114
2024
Q2 		$730K Buy
+21,390
New +$799K 0.19% 93

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

Balboa Wealth Partners's IBIT Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 158% in Q2 2026, buying an estimated $439K and bringing the position to 17,635 shares worth $587K. The position accounts for 0.08% of the portfolio, ranked #209.

Balboa Wealth Partners first reported a position in IBIT in Q2 2024 and has held it in 5 quarters since. The position peaked at $730K in Q2 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Balboa Wealth Partners held 17,635 shares of iShares Bitcoin Trust worth $587K as of Q2 2026.
  • Balboa Wealth Partners bought 10,794 iShares Bitcoin Trust shares in Q2 2026, an estimated $439K.
  • iShares Bitcoin Trust made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Balboa Wealth Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 5 quarters since.
  • Balboa Wealth Partners's iShares Bitcoin Trust position peaked at $730K in Q2 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.