Corient IA’s iShares Bitcoin Trust IBIT Stock Holding History

Corient IA’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	$300K	Hold	9,000	–	–	0.28%	117
2026 Q1	$346K	Buy	+9,000	New	+$390K	0.33%	115

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

Corient IA's IBIT Position: Q2 2026 in Review

Corient IA held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 9,000 shares worth $300K. The position accounts for 0.28% of the portfolio, ranked #117.

Corient IA first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $346K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Corient IA held 9,000 shares of iShares Bitcoin Trust worth $300K as of Q2 2026.
Corient IA left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.28% of Corient IA's portfolio in Q2 2026, its #117 holding.
Corient IA first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
Corient IA's iShares Bitcoin Trust position peaked at $346K in Q1 2026.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.