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Colter Lewis Investment Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Colter Lewis Investment 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 		$709K Buy
21,300
+2,326
+12% +$94.6K 0.32% 53
2026
Q1 		$729K Buy
18,974
+6,231
+49% +$270K 0.69% 42
2025
Q4 		$633K Buy
+12,743
New +$724K 0.73% 32

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

Colter Lewis Investment Partners's IBIT Position: Q2 2026 in Review

Colter Lewis Investment Partners increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $94.6K and bringing the position to 21,300 shares worth $709K. The position accounts for 0.32% of the portfolio, ranked #53.

Colter Lewis Investment Partners first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $729K in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Colter Lewis Investment Partners held 21,300 shares of iShares Bitcoin Trust worth $709K as of Q2 2026.
  • Colter Lewis Investment Partners bought 2,326 iShares Bitcoin Trust shares in Q2 2026, an estimated $94.6K.
  • iShares Bitcoin Trust made up 0.32% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Colter Lewis Investment Partners first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's iShares Bitcoin Trust position peaked at $729K in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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