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 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 $1.21T 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

Evergreen Capital Management's IBIT Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 52% in Q2 2026, selling an estimated $336K and leaving 7,492 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Evergreen Capital Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Evergreen Capital Management held 7,492 shares of iShares Bitcoin Trust worth $249K as of Q2 2026.
Evergreen Capital Management sold 8,260 iShares Bitcoin Trust shares in Q2 2026, an estimated $336K.
iShares Bitcoin Trust made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1335 holding.
Evergreen Capital Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Evergreen Capital Management's iShares Bitcoin Trust position peaked at $3.2M in Q4 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.