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Beaird Harris Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Beaird Harris 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 		$116K Sell
3,489
-650
-16% -$26.4K 0.01% 195
2026
Q1 		$159K Buy
4,139
+475
+13% +$20.6K 0.01% 146
2025
Q4 		$182K Buy
3,664
+1,050
+40% +$59.6K 0.01% 137
2025
Q3 		$170K Buy
2,614
+400
+18% +$26K 0.01% 141
2025
Q2 		$136K Hold
2,214
– – 0.01% 155
2025
Q1 		$104K Buy
2,214
+4
+0.2% +$212 0.01% 166
2024
Q4 		$117K Buy
2,210
+5
+0.2% +$236 0.01% 160
2024
Q3 		$79.7K Sell
2,205
-2,021
-48% -$70.2K 0.01% 198
2024
Q2 		$144K Buy
4,226
+539
+15% +$20.1K 0.01% 144
2024
Q1 		$149K Buy
+3,687
New +$115K 0.01% 136

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

Beaird Harris Wealth Management's IBIT Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, selling an estimated $26.4K and leaving 3,489 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #195.

Beaird Harris Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $182K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Beaird Harris Wealth Management held 3,489 shares of iShares Bitcoin Trust worth $116K as of Q2 2026.
  • Beaird Harris Wealth Management sold 650 iShares Bitcoin Trust shares in Q2 2026, an estimated $26.4K.
  • iShares Bitcoin Trust made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Beaird Harris Wealth Management's iShares Bitcoin Trust position peaked at $182K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.