BWA
IBIT icon

Basecamp Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Basecamp Wealth 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 		$229K Sell
6,878
-2,282
-25% -$92.8K 0.04% 242
2026
Q1 		$352K Buy
9,160
+2,239
+32% +$96.9K 0.07% 171
2025
Q4 		$344K Buy
+6,921
New +$393K 0.07% 164

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

Basecamp Wealth Advisors's IBIT Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, selling an estimated $92.8K and leaving 6,878 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #242.

Basecamp Wealth Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 1,455 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Basecamp Wealth Advisors held 6,878 shares of iShares Bitcoin Trust worth $229K as of Q2 2026.
  • Basecamp Wealth Advisors sold 2,282 iShares Bitcoin Trust shares in Q2 2026, an estimated $92.8K.
  • iShares Bitcoin Trust made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Basecamp Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's iShares Bitcoin Trust position peaked at $352K in Q1 2026.
  • 1,455 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.