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Cary Street Partners Investment Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Cary Street Partners Investment Advisory’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 		$6.19K Hold
186
– – ﹤0.01% 707
2026
Q1 		$7.15K Sell
186
-550
-75% -$23.8K ﹤0.01% 644
2025
Q4 		$36.5K Buy
736
+84
+13% +$4.77K 0.01% 539
2025
Q3 		$42.4K Buy
652
+466
+251% +$30.3K 0.02% 457
2025
Q2 		$11.4K Hold
186
– – 0.01% 512
2025
Q1 		$8.71K Hold
186
– – 0.01% 492
2024
Q4 		$9.87K Sell
186
-20,968
-99% -$990K 0.01% 442
2024
Q3 		$764K Buy
21,154
+6,772
+47% +$235K 0.03% 404
2024
Q2 		$491K Buy
14,382
+2,955
+26% +$110K 0.02% 473
2024
Q1 		$462K Buy
+11,427
New +$356K 0.02% 471

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBIT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 186 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Cary Street Partners Investment Advisory first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $764K in Q3 2024. 1,071 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 186 shares of iShares Bitcoin Trust worth $6.19K as of Q2 2026.
  • Cary Street Partners Investment Advisory left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #707 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Cary Street Partners Investment Advisory's iShares Bitcoin Trust position peaked at $764K in Q3 2024.
  • 1,071 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.