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HBW Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

HBW Advisory Services’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 		$481K Buy
14,450
+1,567
+12% +$63.7K 0.04% 313
2026
Q1 		$495K Buy
12,883
+2,590
+25% +$112K 0.05% 290
2025
Q4 		$511K Buy
10,293
+599
+6% +$34K 0.06% 278
2025
Q3 		$630K Buy
9,694
+3,846
+66% +$250K 0.07% 234
2025
Q2 		$358K Buy
5,848
+117
+2% +$6.56K 0.04% 281
2025
Q1 		$268K Buy
5,731
+1,229
+27% +$65.1K 0.04% 309
2024
Q4 		$239K Buy
+4,502
New +$213K 0.02% 326

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

HBW Advisory Services's IBIT Position: Q2 2026 in Review

HBW Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $63.7K and bringing the position to 14,450 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #313.

HBW Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HBW Advisory Services held 14,450 shares of iShares Bitcoin Trust worth $481K as of Q2 2026.
  • HBW Advisory Services bought 1,567 iShares Bitcoin Trust shares in Q2 2026, an estimated $63.7K.
  • iShares Bitcoin Trust made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #313 holding.
  • HBW Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • HBW Advisory Services's iShares Bitcoin Trust position peaked at $630K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.