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Bullock Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bullock Wealth Management’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 		$136 Buy
+4
New +$163 ﹤0.01% 600

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

Bullock Wealth Management's IBIT Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 4 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

1,460 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Bullock Wealth Management held 4 shares of iShares Bitcoin Trust worth $136 as of Q2 2026.
  • iShares Bitcoin Trust was a new Bullock Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #600 holding.
  • 1,460 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.