CFM Wealth Partners
IBIT icon

CFM Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

CFM Wealth 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 		$471K Sell
14,144
-10,635
-43% -$433K 0.06% 107
2026
Q1 		$952K Sell
24,779
-165
-0.7% -$7.14K 0.14% 79
2025
Q4 		$1.24M Buy
24,944
+10,126
+68% +$575K 0.18% 71
2025
Q3 		$963K Buy
+14,818
New +$964K 0.14% 79

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
Mubadala Investment Company
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Avenir Tech
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
Galaxy Digital
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CFM Wealth Partners's IBIT Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 43% in Q2 2026, selling an estimated $433K and leaving 14,144 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #107.

CFM Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2025. 1,482 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CFM Wealth Partners held 14,144 shares of iShares Bitcoin Trust worth $471K as of Q2 2026.
  • CFM Wealth Partners sold 10,635 iShares Bitcoin Trust shares in Q2 2026, an estimated $433K.
  • iShares Bitcoin Trust made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • CFM Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • CFM Wealth Partners's iShares Bitcoin Trust position peaked at $1.24M in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.