Encompass More Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Encompass More Asset Management’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	$15.6M	Buy	468,282 +48,004	+11%	+$1.95M	2.27%	9
2026 Q1	$16.1M	Buy	420,278 +32,303	+8%	+$1.4M	2.71%	8
2025 Q4	$19.3M	Sell	387,975 -1,483	-0.4%	-$84.2K	3.55%	4
2025 Q3	$25.3M	Sell	389,458 -5,077	-1%	-$330K	4.85%	2
2025 Q2	$24.1M	Buy	394,535 +141,198	+56%	+$7.91M	5.65%	2
2025 Q1	$11.9M	Buy	253,337 +104,329	+70%	+$5.52M	3.54%	5
2024 Q4	$7.9M	Sell	149,008 -5,652	-4%	-$267K	2.61%	5
2024 Q3	$5.59M	Buy	+154,660	New	+$5.37M	2.13%	6

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

Encompass More Asset Management's IBIT Position: Q2 2026 in Review

Encompass More Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $1.95M and bringing the position to 468,282 shares worth $15.6M. The position accounts for 2.27% of the portfolio, ranked #9.

Encompass More Asset Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Encompass More Asset Management held 468,282 shares of iShares Bitcoin Trust worth $15.6M as of Q2 2026.
Encompass More Asset Management bought 48,004 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.95M.
iShares Bitcoin Trust made up 2.27% of Encompass More Asset Management's portfolio in Q2 2026, its #9 holding.
Encompass More Asset Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's iShares Bitcoin Trust position peaked at $25.3M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.