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

CBIZ 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 		$1.92K Hold
50
– – ﹤0.01% 344
2026
Q1 		$1.92K Buy
50
+20
+67% +$866 ﹤0.01% 344
2025
Q4 		$1.49K Buy
+30
New +$1.7K ﹤0.01% 679
2024
Q3 		– Sell
-10
Closed -$341 – 416
2024
Q2 		$341 Hold
10
– – ﹤0.01% 388
2024
Q1 		$405 Buy
+10
New +$312 ﹤0.01% 345

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

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

CBIZ Investment Advisory Services held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

CBIZ Investment Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CBIZ Investment Advisory Services held 50 shares of iShares Bitcoin Trust worth $1.92K as of Q2 2026.
  • CBIZ Investment Advisory Services left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #344 holding.
  • CBIZ Investment Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.