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

Bordeaux 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
2025
Q2 		$2.13M Buy
34,877
+1,165
+3% +$65.3K 0.27% 39
2025
Q1 		$1.58M Sell
33,712
-1,812
-5% -$95.9K 0.29% 46
2024
Q4 		$1.88M Buy
35,524
+972
+3% +$45.9K 0.3% 42
2024
Q3 		$1.25M Buy
+34,552
New +$1.2M 0.23% 49

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bordeaux Wealth Advisors's IBIT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.5% in Q2 2025, buying an estimated $65.3K and bringing the position to 34,877 shares worth $2.13M. The position accounts for 0.27% of the portfolio, ranked #39.

Bordeaux Wealth Advisors first reported a position in IBIT in Q3 2024 and has held it in 4 quarters since. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Bordeaux Wealth Advisors held 34,877 shares of iShares Bitcoin Trust worth $2.13M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 1,165 iShares Bitcoin Trust shares in Q2 2025, an estimated $65.3K.
  • iShares Bitcoin Trust made up 0.27% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #39 holding.
  • Bordeaux Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 4 quarters since.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.