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HB Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

HB Wealth 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 		$3.22M Sell
96,744
-1,137
-1% -$46.3K 0.02% 360
2026
Q1 		$3.76M Buy
97,881
+21,567
+28% +$934K 0.02% 304
2025
Q4 		$3.79M Buy
76,314
+10,654
+16% +$605K 0.02% 293
2025
Q3 		$4.27M Buy
65,660
+11,276
+21% +$733K 0.03% 271
2025
Q2 		$3.33M Buy
54,384
+11,337
+26% +$635K 0.03% 282
2025
Q1 		$2.02M Buy
43,047
+17,782
+70% +$941K 0.02% 381
2024
Q4 		$1.34M Buy
25,265
+14,254
+129% +$673K 0.01% 362
2024
Q3 		$398K Buy
11,011
+1,316
+14% +$45.7K ﹤0.01% 663
2024
Q2 		$331K Buy
+9,695
New +$362K ﹤0.01% 681

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

HB Wealth Management's IBIT Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, selling an estimated $46.3K and leaving 96,744 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #360.

HB Wealth Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.27M in Q3 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HB Wealth Management held 96,744 shares of iShares Bitcoin Trust worth $3.22M as of Q2 2026.
  • HB Wealth Management sold 1,137 iShares Bitcoin Trust shares in Q2 2026, an estimated $46.3K.
  • iShares Bitcoin Trust made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #360 holding.
  • HB Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • HB Wealth Management's iShares Bitcoin Trust position peaked at $4.27M in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.