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Capital Analysts LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Analysts LLC’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 		$60K Hold
1,804
– – ﹤0.01% 949
2026
Q1 		$69K Buy
1,804
+371
+26% +$16.1K ﹤0.01% 879
2025
Q4 		$71K Sell
1,433
-1,245
-46% -$70.7K ﹤0.01% 845
2025
Q3 		$174K Buy
2,678
+149
+6% +$9.69K 0.01% 615
2025
Q2 		$155K Sell
2,529
-200
-7% -$11.2K 0.01% 577
2025
Q1 		$128K Buy
2,729
+200
+8% +$10.6K ﹤0.01% 593
2024
Q4 		$134K Buy
2,529
+904
+56% +$42.7K 0.01% 553
2024
Q3 		$59K Hold
1,625
– – ﹤0.01% 685
2024
Q2 		$56K Buy
1,625
+125
+8% +$4.67K ﹤0.01% 683
2024
Q1 		$60K Buy
+1,500
New +$46.8K ﹤0.01% 628

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

Capital Analysts LLC's IBIT Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,804 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Capital Analysts LLC first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Capital Analysts LLC held 1,804 shares of iShares Bitcoin Trust worth $60K as of Q2 2026.
  • Capital Analysts LLC left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #949 holding.
  • Capital Analysts LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Capital Analysts LLC's iShares Bitcoin Trust position peaked at $174K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.