Cerity Partners
IBIT icon

Cerity Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Cerity 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 		$52.2M Sell
1,566,627
-179,538
-10% -$7.3M 0.06% 252
2026
Q1 		$67.1M Buy
1,746,165
+591,488
+51% +$25.6M 0.09% 187
2025
Q4 		$57.3M Sell
1,154,677
-416,880
-27% -$23.7M 0.08% 207
2025
Q3 		$102M Buy
1,571,557
+533,498
+51% +$34.7M 0.17% 123
2025
Q2 		$63.5M Buy
1,038,059
+639,678
+161% +$35.8M 0.11% 168
2025
Q1 		$18.6M Buy
398,381
+55,382
+16% +$2.93M 0.04% 353
2024
Q4 		$18.2M Buy
342,999
+154,494
+82% +$7.29M 0.04% 330
2024
Q3 		$6.81M Buy
188,505
+64,396
+52% +$2.24M 0.02% 606
2024
Q2 		$4.24M Buy
+124,109
New +$4.64M 0.01% 655

Other funds holding IBIT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
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
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM

Cerity Partners's IBIT Position: Q2 2026 in Review

Cerity Partners reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q2 2026, selling an estimated $7.3M and leaving 1,566,627 shares worth $52.2M. The position accounts for 0.06% of the portfolio, ranked #252.

Cerity Partners first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $102M in Q3 2025. 1,341 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cerity Partners held 1,566,627 shares of iShares Bitcoin Trust worth $52.2M as of Q2 2026.
  • Cerity Partners sold 179,538 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.3M.
  • iShares Bitcoin Trust made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #252 holding.
  • Cerity Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners's iShares Bitcoin Trust position peaked at $102M in Q3 2025.
  • 1,341 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.