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Barrett & Company’s iShares Bitcoin Trust IBIT Stock Holding History

Barrett & Company’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 		$3.33K Sell
100
-500
-83% -$20.3K ﹤0.01% 586
2026
Q1 		$23.1K Sell
600
-455
-43% -$19.7K 0.01% 384
2025
Q4 		$52.4K Hold
1,055
– – 0.02% 288
2025
Q3 		$68.6K Hold
1,055
– – 0.02% 255
2025
Q2 		$64.6K Sell
1,055
-1,900
-64% -$106K 0.02% 266
2025
Q1 		$138K Buy
2,955
+200
+7% +$10.6K 0.06% 162
2024
Q4 		$146K Buy
+2,755
New +$130K 0.06% 158

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

Barrett & Company's IBIT Position: Q2 2026 in Review

Barrett & Company reduced its iShares Bitcoin Trust (IBIT) stake by 83% in Q2 2026, selling an estimated $20.3K and leaving 100 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Barrett & Company first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $146K in Q4 2024. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Barrett & Company held 100 shares of iShares Bitcoin Trust worth $3.33K as of Q2 2026.
  • Barrett & Company sold 500 iShares Bitcoin Trust shares in Q2 2026, an estimated $20.3K.
  • iShares Bitcoin Trust made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #586 holding.
  • Barrett & Company first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Barrett & Company's iShares Bitcoin Trust position peaked at $146K in Q4 2024.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.