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

Commonwealth Financial 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 		– Sell
-12,841
Closed -$493K – 325
2026
Q1 		$493K Sell
12,841
-605
-4% -$26.2K 0.08% 125
2025
Q4 		$668K Buy
13,446
+675
+5% +$38.3K 0.11% 104
2025
Q3 		$830K Buy
12,771
+350
+3% +$22.8K 0.14% 83
2025
Q2 		$760K Buy
12,421
+70
+0.6% +$3.92K 0.15% 84
2025
Q1 		$578K Buy
12,351
+944
+8% +$50K 0.12% 101
2024
Q4 		$605K Hold
11,407
– – 0.12% 93
2024
Q3 		$401K Hold
11,407
– – 0.08% 115
2024
Q2 		$367K Buy
+11,407
New +$426K 0.08% 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

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

Commonwealth Financial Services sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 12,841 shares — an estimated $493K sold.

Commonwealth Financial Services first reported a position in IBIT in Q2 2024 and held it in 8 quarters. The position peaked at $830K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Commonwealth Financial Services reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 12,841 iShares Bitcoin Trust shares in Q2 2026, an estimated $493K.
  • Commonwealth Financial Services first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Commonwealth Financial Services's iShares Bitcoin Trust position peaked at $830K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.