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Cascade Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Cascade Financial Partners’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 		– Sell
-6,704
Closed -$258K – 285
2026
Q1 		$258K Buy
6,704
+640
+11% +$27.7K 0.03% 224
2025
Q4 		$301K Sell
6,064
-1,903
-24% -$108K 0.03% 205
2025
Q3 		$518K Buy
7,967
+200
+3% +$13K 0.06% 164
2025
Q2 		$475K Buy
7,767
+1,995
+35% +$112K 0.06% 165
2025
Q1 		$270K Buy
5,772
+839
+17% +$44.4K 0.03% 203
2024
Q4 		$262K Buy
+4,933
New +$233K 0.03% 205

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

Cascade Financial Partners's IBIT Position: Q2 2026 in Review

Cascade Financial Partners sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 6,704 shares — an estimated $258K sold.

Cascade Financial Partners first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $518K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cascade Financial Partners reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 6,704 iShares Bitcoin Trust shares in Q2 2026, an estimated $258K.
  • Cascade Financial Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • Cascade Financial Partners's iShares Bitcoin Trust position peaked at $518K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.