Commonwealth Equity Services
IBIT icon

Commonwealth Equity Services’s iShares Bitcoin Trust IBIT Stock Holding History

Commonwealth Equity Services’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 		$20.1M Sell
603,466
-13,353
-2% -$543K 0.03% 595
2026
Q1 		$23.7M Buy
616,819
+2,519
+0.4% +$109K 0.03% 510
2025
Q4 		$30.5M Sell
614,300
-20,965
-3% -$1.19M 0.04% 417
2025
Q3 		$41.3M Buy
635,265
+39,335
+7% +$2.56M 0.05% 339
2025
Q2 		$36.5M Buy
595,930
+11,343
+2% +$636K 0.05% 379
2025
Q1 		$27.4M Buy
584,587
+77,576
+15% +$4.11M 0.04% 441
2024
Q4 		$26.9M Buy
507,011
+172,963
+52% +$8.17M 0.04% 427
2024
Q3 		$12.1M Buy
334,048
+30,543
+10% +$1.06M 0.02% 740
2024
Q2 		$10.4M Buy
303,505
+47,430
+19% +$1.77M 0.02% 793
2024
Q1 		$10.4M Buy
+256,075
New +$7.99M 0.02% 775

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

Commonwealth Equity Services's IBIT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q2 2026, selling an estimated $543K and leaving 603,466 shares worth $20.1M. The position accounts for 0.03% of the portfolio, ranked #595.

Commonwealth Equity Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Commonwealth Equity Services held 603,466 shares of iShares Bitcoin Trust worth $20.1M as of Q2 2026.
  • Commonwealth Equity Services sold 13,353 iShares Bitcoin Trust shares in Q2 2026, an estimated $543K.
  • iShares Bitcoin Trust made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #595 holding.
  • Commonwealth Equity Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Commonwealth Equity Services's iShares Bitcoin Trust position peaked at $41.3M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.