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Essential Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Essential 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 		$9.02K Buy
271
+80
+42% +$3.25K ﹤0.01% 1258
2026
Q1 		$7.34K Sell
191
-42
-18% -$1.82K ﹤0.01% 1394
2025
Q4 		$11.6K Buy
233
+33
+17% +$1.88K ﹤0.01% 1114
2025
Q3 		$13K Buy
200
+5
+3% +$325 ﹤0.01% 1062
2025
Q2 		$11.9K Buy
+195
New +$10.9K ﹤0.01% 799

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

Essential Partners's IBIT Position: Q2 2026 in Review

Essential Partners increased its iShares Bitcoin Trust (IBIT) stake by 42% in Q2 2026, buying an estimated $3.25K and bringing the position to 271 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Essential Partners first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $13K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Essential Partners held 271 shares of iShares Bitcoin Trust worth $9.02K as of Q2 2026.
  • Essential Partners bought 80 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.25K.
  • iShares Bitcoin Trust made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1258 holding.
  • Essential Partners first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's iShares Bitcoin Trust position peaked at $13K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.