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Bleakley Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Bleakley Financial Group’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 		$6.12M Sell
183,989
-161,329
-47% -$6.56M 0.08% 206
2026
Q1 		$13.3M Sell
345,318
-76,846
-18% -$3.33M 0.21% 88
2025
Q4 		$21M Buy
422,164
+51,178
+14% +$2.91M 0.36% 51
2025
Q3 		$24.1M Buy
370,986
+84,790
+30% +$5.52M 0.56% 38
2025
Q2 		$17.5M Buy
286,196
+44,356
+18% +$2.49M 0.44% 43
2025
Q1 		$11.3M Buy
241,840
+49,205
+26% +$2.6M 0.36% 54
2024
Q4 		$10.2M Buy
192,635
+62,482
+48% +$2.95M 0.31% 55
2024
Q3 		$4.7M Buy
130,153
+27,663
+27% +$961K 0.14% 119
2024
Q2 		$3.5M Buy
102,490
+41,990
+69% +$1.57M 0.1% 188
2024
Q1 		$2.45M Buy
+60,500
New +$1.89M 0.07% 262

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

Bleakley Financial Group's IBIT Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 47% in Q2 2026, selling an estimated $6.56M and leaving 183,989 shares worth $6.12M. The position accounts for 0.08% of the portfolio, ranked #206.

Bleakley Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.1M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Bleakley Financial Group held 183,989 shares of iShares Bitcoin Trust worth $6.12M as of Q2 2026.
  • Bleakley Financial Group sold 161,329 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.56M.
  • iShares Bitcoin Trust made up 0.08% of Bleakley Financial Group's portfolio in Q2 2026, its #206 holding.
  • Bleakley Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Bleakley Financial Group's iShares Bitcoin Trust position peaked at $24.1M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.