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Claro Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Claro 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 		$438K Sell
13,144
-655
-5% -$26.6K 0.05% 303
2026
Q1 		$530K Buy
13,799
+1,784
+15% +$77.2K 0.06% 228
2025
Q4 		$597K Sell
12,015
-2,564
-18% -$146K 0.08% 200
2025
Q3 		$948K Buy
14,579
+3,315
+29% +$216K 0.14% 132
2025
Q2 		$689K Sell
11,264
-4,286
-28% -$240K 0.11% 165
2025
Q1 		$728K Buy
15,550
+4,273
+38% +$226K 0.1% 184
2024
Q4 		$598K Buy
+11,277
New +$532K 0.08% 224

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

Claro Advisors's IBIT Position: Q2 2026 in Review

Claro Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 4.7% in Q2 2026, selling an estimated $26.6K and leaving 13,144 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #303.

Claro Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Claro Advisors held 13,144 shares of iShares Bitcoin Trust worth $438K as of Q2 2026.
  • Claro Advisors sold 655 iShares Bitcoin Trust shares in Q2 2026, an estimated $26.6K.
  • iShares Bitcoin Trust made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #303 holding.
  • Claro Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Claro Advisors's iShares Bitcoin Trust position peaked at $948K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.