Birch Hill Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Birch Hill Investment 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	$366K	Hold	11,000	–	–	0.01%	165
2026 Q1	$423K	Hold	11,000	–	–	0.02%	153
2025 Q4	$546K	Hold	11,000	–	–	0.02%	142
2025 Q3	$715K	Hold	11,000	–	–	0.03%	129
2025 Q2	$673K	Hold	11,000	–	–	0.03%	130
2025 Q1	$515K	Sell	11,000 -3,300	-23%	-$175K	0.02%	139
2024 Q4	$759K	Sell	14,300 -1,500	-9%	-$70.8K	0.04%	120
2024 Q3	$571K	Hold	15,800	–	–	0.03%	132
2024 Q2	$539K	Hold	15,800	–	–	0.03%	131
2024 Q1	$639K	Buy	+15,800	New	+$493K	0.03%	118

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Birch Hill Investment Advisors's IBIT Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11,000 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #165.

Birch Hill Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $759K in Q4 2024. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Birch Hill Investment Advisors held 11,000 shares of iShares Bitcoin Trust worth $366K as of Q2 2026.
Birch Hill Investment Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #165 holding.
Birch Hill Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Birch Hill Investment Advisors's iShares Bitcoin Trust position peaked at $759K in Q4 2024.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.