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Cypress Capital Group’s iShares Bitcoin Trust IBIT Stock Holding History

Cypress Capital Group’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 		$381K Hold
11,450
– – 0.04% 235
2026
Q1 		$440K Hold
11,450
– – 0.05% 182
2025
Q4 		$568K Buy
11,450
+150
+1% +$8.52K 0.06% 155
2025
Q3 		$735K Buy
11,300
+3,550
+46% +$231K 0.09% 140
2025
Q2 		$474K Buy
7,750
+1,290
+20% +$72.3K 0.06% 156
2025
Q1 		$302K Buy
6,460
+1,000
+18% +$52.9K 0.04% 176
2024
Q4 		$290K Buy
+5,460
New +$258K 0.04% 233

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Cypress Capital Group's IBIT Position: Q2 2026 in Review

Cypress Capital Group held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11,450 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #235.

Cypress Capital Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q3 2025. 1,147 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cypress Capital Group held 11,450 shares of iShares Bitcoin Trust worth $381K as of Q2 2026.
  • Cypress Capital Group left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of Cypress Capital Group's portfolio in Q2 2026, its #235 holding.
  • Cypress Capital Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Cypress Capital Group's iShares Bitcoin Trust position peaked at $735K in Q3 2025.
  • 1,147 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.