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Bartlett & Co Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bartlett & Co 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 		$76.4K Hold
2,295
– – ﹤0.01% 666
2026
Q1 		$104K Buy
2,295
+1,200
+110% +$52K ﹤0.01% 563
2025
Q4 		$54.4K Sell
1,095
-370
-25% -$21K ﹤0.01% 651
2025
Q3 		$95.2K Buy
1,465
+370
+34% +$24.1K ﹤0.01% 565
2025
Q2 		$67K Hold
1,095
– – ﹤0.01% 615
2025
Q1 		$51.3K Buy
1,095
+170
+18% +$9K ﹤0.01% 643
2024
Q4 		$49.1K Buy
+925
New +$43.7K ﹤0.01% 656
2024
Q2 		– Sell
-75
Closed -$3.04K – 1152
2024
Q1 		$3.04K Buy
+75
New +$2.34K ﹤0.01% 1011

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

Bartlett & Co Wealth Management's IBIT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 2,295 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Bartlett & Co Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $104K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,295 shares of iShares Bitcoin Trust worth $76.4K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's iShares Bitcoin Trust position peaked at $104K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.