Commonwealth Retirement Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Commonwealth Retirement Investments’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	$35.2K	Buy	+1,056	New	+$43K	0.01%	207
2025 Q4	–	Sell	-6,000	Closed	-$390K	–	436
2025 Q3	$390K	Buy	6,000 +2,000	+50%	+$130K	0.13%	100
2025 Q2	$245K	Buy	+4,000	New	+$224K	0.09%	105
2025 Q1	–	Sell	-13,500	Closed	-$716K	–	98
2024 Q4	$716K	Buy	13,500 +2,500	+23%	+$118K	0.29%	70
2024 Q3	$397K	Buy	11,000 +5,000	+83%	+$174K	0.17%	81
2024 Q2	$205K	Sell	6,000 -5,000	-45%	-$187K	0.09%	89
2024 Q1	$445K	Buy	+11,000	New	+$343K	0.21%	69

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Commonwealth Retirement Investments's IBIT Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 1,056 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IBIT as recently as Q3 2025.

Commonwealth Retirement Investments first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $716K in Q4 2024. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Commonwealth Retirement Investments held 1,056 shares of iShares Bitcoin Trust worth $35.2K as of Q2 2026.
iShares Bitcoin Trust was a new Commonwealth Retirement Investments position in Q2 2026.
iShares Bitcoin Trust made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #207 holding.
Commonwealth Retirement Investments first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
Commonwealth Retirement Investments's iShares Bitcoin Trust position peaked at $716K in Q4 2024.
1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.