Evergreen Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Evergreen Capital 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 Q3	$323K	Sell	6,822 -670	-9%	-$27K	0.01%	1120
2026 Q2	$249K	Sell	7,492 -8,260	-52%	-$336K	﹤0.01%	1335
2026 Q1	$605K	Sell	15,752 -48,640	-76%	-$2.11M	0.01%	673
2025 Q4	$3.2M	Buy	64,392 +31,084	+93%	+$1.77M	0.07%	239
2025 Q3	$2.17M	Buy	33,308 +15,075	+83%	+$981K	0.05%	278
2025 Q2	$1.12M	Hold	18,233	–	–	0.03%	346
2025 Q1	$853K	Buy	18,233 +228	+1%	+$12.1K	0.03%	361
2024 Q4	$955K	Buy	18,005 +3,230	+22%	+$153K	0.03%	341
2024 Q3	$534K	Buy	+14,775	New	+$513K	0.02%	479

Other funds holding IBIT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Evergreen Capital Management's IBIT Position: Q3 2026 in Review

Evergreen Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 8.9% in Q3 2026, selling an estimated $27K and leaving 6,822 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1120.

Evergreen Capital Management first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.2M in Q4 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Evergreen Capital Management held 6,822 shares of iShares Bitcoin Trust worth $323K as of Q3 2026.
Evergreen Capital Management sold 670 iShares Bitcoin Trust shares in Q3 2026, an estimated $27K.
iShares Bitcoin Trust made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1120 holding.
Evergreen Capital Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
Evergreen Capital Management's iShares Bitcoin Trust position peaked at $3.2M in Q4 2025.
1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.