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Burns Matteson Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Burns Matteson Capital 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 		$231K Buy
+6,924
New +$282K 0.07% 175
2025
Q4 		– Sell
-4,578
Closed -$298K – 223
2025
Q3 		$298K Buy
4,578
+588
+15% +$38.2K 0.12% 150
2025
Q2 		$244K Buy
+3,990
New +$224K 0.12% 155

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

Burns Matteson Capital Management's IBIT Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 6,924 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #175 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in IBIT as recently as Q3 2025.

Burns Matteson Capital Management first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $298K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Burns Matteson Capital Management held 6,924 shares of iShares Bitcoin Trust worth $231K as of Q2 2026.
  • iShares Bitcoin Trust was a new Burns Matteson Capital Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.07% of Burns Matteson Capital Management's portfolio in Q2 2026, its #175 holding.
  • Burns Matteson Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Burns Matteson Capital Management's iShares Bitcoin Trust position peaked at $298K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.