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

BlueChip 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	$704K	Sell	21,138 -1,051	-5%	-$42.8K	0.27%	70
2026 Q1	$853K	Sell	22,189 -433	-2%	-$18.7K	0.37%	52
2025 Q4	$1.12M	Sell	22,622 -235	-1%	-$13.3K	0.47%	40
2025 Q3	$1.49M	Buy	22,857 +892	+4%	+$58K	0.63%	34
2025 Q2	$1.34M	Buy	21,965 +1,133	+5%	+$63.5K	0.6%	38
2025 Q1	$975K	Buy	20,832 +5,615	+37%	+$297K	0.48%	46
2024 Q4	$807K	Buy	15,217 +8,279	+119%	+$391K	0.45%	46
2024 Q3	$251K	Buy	6,938 +809	+13%	+$28.1K	0.13%	135
2024 Q2	$209K	Buy	+6,129	New	+$229K	0.12%	133

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

BlueChip Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 4.7% in Q2 2026, selling an estimated $42.8K and leaving 21,138 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #70.

BlueChip Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

BlueChip Wealth Advisors held 21,138 shares of iShares Bitcoin Trust worth $704K as of Q2 2026.
BlueChip Wealth Advisors sold 1,051 iShares Bitcoin Trust shares in Q2 2026, an estimated $42.8K.
iShares Bitcoin Trust made up 0.27% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #70 holding.
BlueChip Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
BlueChip Wealth Advisors's iShares Bitcoin Trust position peaked at $1.49M in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.