CA
IBIT icon

Centerpoint Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Centerpoint Advisors’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 		$34K Buy
+1,016
New +$41.3K 0.01% 197
2026
Q1 		– Sell
-45
Closed -$2K – 403
2025
Q4 		$2K Hold
45
– – ﹤0.01% 378
2025
Q3 		$3K Buy
45
+3
+7% +$195 ﹤0.01% 392
2025
Q2 		$3K Hold
42
– – ﹤0.01% 342
2025
Q1 		$2K Buy
42
+2
+5% +$106 ﹤0.01% 364
2024
Q4 		$2K Buy
40
+5
+14% +$236 ﹤0.01% 411
2024
Q3 		$1K Buy
35
+5
+17% +$174 ﹤0.01% 450
2024
Q2 		$1K Hold
30
– – ﹤0.01% 423
2024
Q1 		$1K Buy
+30
New +$936 ﹤0.01% 411

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

Centerpoint Advisors's IBIT Position: Q2 2026 in Review

Centerpoint Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 1,016 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Centerpoint Advisors previously reported a position in IBIT as recently as Q4 2025.

Centerpoint Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Centerpoint Advisors held 1,016 shares of iShares Bitcoin Trust worth $34K as of Q2 2026.
  • iShares Bitcoin Trust was a new Centerpoint Advisors position in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #197 holding.
  • Centerpoint Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.