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Coastwise Capital Group’s iShares Bitcoin Trust IBIT Stock Holding History

Coastwise Capital Group’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 		$320K Buy
+9,616
New +$391K 0.19% 107
2025
Q4 		– Sell
-3,460
Closed -$225K – 235
2025
Q3 		$225K Hold
3,460
– – 0.16% 116
2025
Q2 		$212K Buy
+3,460
New +$194K 0.17% 115

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

Coastwise Capital Group's IBIT Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 9,616 shares worth $320K. The stake represents 0.19% of the portfolio and ranks #107 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in IBIT as recently as Q3 2025.

Coastwise Capital Group first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Coastwise Capital Group held 9,616 shares of iShares Bitcoin Trust worth $320K as of Q2 2026.
  • iShares Bitcoin Trust was a new Coastwise Capital Group position in Q2 2026.
  • iShares Bitcoin Trust made up 0.19% of Coastwise Capital Group's portfolio in Q2 2026, its #107 holding.
  • Coastwise Capital Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.