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EverSource Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

EverSource Wealth Advisors’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 		$3.33M Buy
100,108
+17,376
+21% +$707K 0.11% 157
2026
Q1 		$3.18M Buy
82,732
+20,207
+32% +$875K 0.1% 162
2025
Q4 		$3.1M Buy
62,525
+10,091
+19% +$573K 0.11% 149
2025
Q3 		$3.41M Buy
52,434
+27,595
+111% +$1.79M 0.13% 132
2025
Q2 		$1.52M Buy
24,839
+3,308
+15% +$185K 0.07% 201
2025
Q1 		$1.01M Buy
21,531
+5,292
+33% +$280K 0.06% 245
2024
Q4 		$861K Buy
16,239
+4,186
+35% +$198K 0.05% 265
2024
Q3 		$435K Buy
12,053
+4,341
+56% +$151K 0.03% 357
2024
Q2 		$287K Buy
7,712
+42
+0.5% +$1.57K 0.02% 451
2024
Q1 		$257K Buy
+7,670
New +$239K 0.02% 423

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

EverSource Wealth Advisors's IBIT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 21% in Q2 2026, buying an estimated $707K and bringing the position to 100,108 shares worth $3.33M. The position accounts for 0.11% of the portfolio, ranked #157.

EverSource Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.41M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • EverSource Wealth Advisors held 100,108 shares of iShares Bitcoin Trust worth $3.33M as of Q2 2026.
  • EverSource Wealth Advisors bought 17,376 iShares Bitcoin Trust shares in Q2 2026, an estimated $707K.
  • iShares Bitcoin Trust made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • EverSource Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's iShares Bitcoin Trust position peaked at $3.41M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.