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Buckingham Strategic Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$221K Sell
6,484
-403
-6% -$15.1K ﹤0.01% 678
2024
Q1 		$279K Buy
+6,887
New +$215K ﹤0.01% 606

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Buckingham Strategic Wealth's IBIT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 5.9% in Q2 2024, selling an estimated $15.1K and leaving 6,484 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Buckingham Strategic Wealth first reported a position in IBIT in Q1 2024 and has held it in 2 quarters since. The position peaked at $279K in Q1 2024. 598 funds tracked by Wall St. Rank hold IBIT as of Q2 2024.

  • Buckingham Strategic Wealth held 6,484 shares of iShares Bitcoin Trust worth $221K as of Q2 2024.
  • Buckingham Strategic Wealth sold 403 iShares Bitcoin Trust shares in Q2 2024, an estimated $15.1K.
  • iShares Bitcoin Trust made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #678 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's iShares Bitcoin Trust position peaked at $279K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.