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

Daymark 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 		$498K Buy
14,971
+7,941
+113% +$323K 0.01% 484
2026
Q1 		$270K Buy
7,030
+1,557
+28% +$67.4K 0.01% 607
2025
Q4 		$272K Buy
5,473
+1,603
+41% +$91.1K 0.01% 512
2025
Q3 		$252K Buy
+3,870
New +$252K 0.01% 536

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

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

Daymark Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 113% in Q2 2026, buying an estimated $323K and bringing the position to 14,971 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #484.

Daymark Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Daymark Wealth Partners held 14,971 shares of iShares Bitcoin Trust worth $498K as of Q2 2026.
  • Daymark Wealth Partners bought 7,941 iShares Bitcoin Trust shares in Q2 2026, an estimated $323K.
  • iShares Bitcoin Trust made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #484 holding.
  • Daymark Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.