Focus Partners Wealth
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Focus Partners Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Focus Partners Wealth’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 		$9.96M Sell
299,195
-38,062
-11% -$1.55M 0.01% 721
2026
Q1 		$13.3M Sell
337,257
-353,156
-51% -$15.3M 0.01% 627
2025
Q4 		$16.3M Buy
690,413
+508,134
+279% +$28.9M 0.02% 543
2025
Q3 		$11.7M Buy
182,279
+59,749
+49% +$3.89M 0.02% 521
2025
Q2 		$7.5M Buy
122,530
+47,435
+63% +$2.66M 0.02% 563
2025
Q1 		$3.52M Buy
75,095
+6,357
+9% +$337K 0.01% 727
2024
Q4 		$3.65M Sell
68,738
-478,824
-87% -$22.6M 0.01% 701
2024
Q3 		$11.5M Buy
547,562
+534,533
+4,103% +$18.6M 0.04% 382
2024
Q2 		$445K Buy
13,029
+3,469
+36% +$130K ﹤0.01% 972
2024
Q1 		$387K Buy
+9,560
New +$298K ﹤0.01% 774

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

Focus Partners Wealth's IBIT Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, selling an estimated $1.55M and leaving 299,195 shares worth $9.96M. The position accounts for 0.01% of the portfolio, ranked #721.

Focus Partners Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.3M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Focus Partners Wealth held 299,195 shares of iShares Bitcoin Trust worth $9.96M as of Q2 2026.
  • Focus Partners Wealth sold 38,062 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.55M.
  • iShares Bitcoin Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #721 holding.
  • Focus Partners Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Bitcoin Trust position peaked at $16.3M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.