FP
IBIT icon

Financial Perspectives’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Perspectives’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 		$49K Hold
1,473
– – 0.01% 336
2026
Q1 		$56.6K Hold
1,473
– – 0.02% 296
2025
Q4 		$73.1K Buy
1,473
+1,348
+1,078% +$76.6K 0.02% 263
2025
Q3 		$8.13K Hold
125
– – ﹤0.01% 537
2025
Q2 		$7.65K Buy
125
+22
+21% +$1.23K ﹤0.01% 535
2025
Q1 		$4.82K Buy
103
+13
+14% +$688 ﹤0.01% 569
2024
Q4 		$4.78K Hold
90
– – ﹤0.01% 570
2024
Q3 		$3.25K Hold
90
– – ﹤0.01% 550
2024
Q2 		$3.07K Hold
90
– – ﹤0.01% 545
2024
Q1 		$3.64K Buy
+90
New +$2.81K ﹤0.01% 536

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

Financial Perspectives's IBIT Position: Q2 2026 in Review

Financial Perspectives held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,473 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #336.

Financial Perspectives first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.1K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Financial Perspectives held 1,473 shares of iShares Bitcoin Trust worth $49K as of Q2 2026.
  • Financial Perspectives left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #336 holding.
  • Financial Perspectives first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Financial Perspectives's iShares Bitcoin Trust position peaked at $73.1K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.