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Dynamic Advisor Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Dynamic Advisor Solutions’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 		$3.79M Sell
113,748
-18,249
-14% -$742K 0.11% 203
2026
Q1 		$5.07M Buy
131,997
+30,374
+30% +$1.32M 0.16% 144
2025
Q4 		$5.05M Buy
101,623
+60,503
+147% +$3.44M 0.16% 143
2025
Q3 		$2.67M Buy
41,120
+22,882
+125% +$1.49M 0.08% 255
2025
Q2 		$1.12M Buy
18,238
+9,987
+121% +$560K 0.03% 424
2025
Q1 		$386K Sell
8,251
-3,545
-30% -$188K 0.01% 643
2024
Q4 		$626K Buy
11,796
+4,968
+73% +$235K 0.03% 393
2024
Q3 		$247K Buy
+6,828
New +$237K 0.01% 822

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

Dynamic Advisor Solutions's IBIT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, selling an estimated $742K and leaving 113,748 shares worth $3.79M. The position accounts for 0.11% of the portfolio, ranked #203.

Dynamic Advisor Solutions first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.07M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Dynamic Advisor Solutions held 113,748 shares of iShares Bitcoin Trust worth $3.79M as of Q2 2026.
  • Dynamic Advisor Solutions sold 18,249 iShares Bitcoin Trust shares in Q2 2026, an estimated $742K.
  • iShares Bitcoin Trust made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #203 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Dynamic Advisor Solutions's iShares Bitcoin Trust position peaked at $5.07M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.