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Concord Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Concord Wealth 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 		$1.49K Buy
+45
New +$1.83K ﹤0.01% 757
2026
Q1 		– Sell
-45
Closed -$2.23K – 465
2025
Q4 		$2.23K Sell
45
-955
-96% -$54.3K ﹤0.01% 696
2025
Q3 		$65K Buy
+1,000
New +$65K 0.01% 305
2024
Q4 		– Sell
-576
Closed -$20.8K – 957
2024
Q3 		$20.8K Hold
576
– – ﹤0.01% 462
2024
Q2 		$19.7K Hold
576
– – ﹤0.01% 428
2024
Q1 		$23.3K Buy
+576
New +$18K ﹤0.01% 469

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

Concord Wealth Partners's IBIT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 45 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IBIT as recently as Q4 2025.

Concord Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 6 quarters since. The position peaked at $65K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Concord Wealth Partners held 45 shares of iShares Bitcoin Trust worth $1.49K as of Q2 2026.
  • iShares Bitcoin Trust was a new Concord Wealth Partners position in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #757 holding.
  • Concord Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 6 quarters since.
  • Concord Wealth Partners's iShares Bitcoin Trust position peaked at $65K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.