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Capital Investment Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Investment Advisory Services’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 		$652K Buy
19,600
+4,519
+30% +$184K 0.04% 388
2026
Q1 		$579K Sell
15,081
-1,460
-9% -$63.2K 0.04% 369
2025
Q4 		$821K Buy
16,541
+2,620
+19% +$149K 0.06% 286
2025
Q3 		$905K Buy
13,921
+7,319
+111% +$476K 0.07% 264
2025
Q2 		$404K Sell
6,602
-138
-2% -$7.73K 0.03% 384
2025
Q1 		$315K Buy
6,740
+2,893
+75% +$153K 0.03% 422
2024
Q4 		$204K Buy
+3,847
New +$182K 0.02% 485

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 Investment Advisory Services's IBIT Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q2 2026, buying an estimated $184K and bringing the position to 19,600 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #388.

Capital Investment Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $905K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Capital Investment Advisory Services held 19,600 shares of iShares Bitcoin Trust worth $652K as of Q2 2026.
  • Capital Investment Advisory Services bought 4,519 iShares Bitcoin Trust shares in Q2 2026, an estimated $184K.
  • iShares Bitcoin Trust made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #388 holding.
  • Capital Investment Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Capital Investment Advisory Services's iShares Bitcoin Trust position peaked at $905K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.