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Heritage Oak Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Oak 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 		$611K Sell
18,365
-215
-1% -$8.75K 0.18% 48
2026
Q1 		$714K Buy
+18,580
New +$804K 0.23% 35
2025
Q4 		– Sell
-23,871
Closed -$1.55M – 89
2025
Q3 		$1.55M Buy
23,871
+4,181
+21% +$272K 0.56% 29
2025
Q2 		$1.21M Buy
+19,690
New +$1.1M 0.47% 32

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

Heritage Oak Wealth Advisors's IBIT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, selling an estimated $8.75K and leaving 18,365 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #48.

Heritage Oak Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Heritage Oak Wealth Advisors held 18,365 shares of iShares Bitcoin Trust worth $611K as of Q2 2026.
  • Heritage Oak Wealth Advisors sold 215 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.75K.
  • iShares Bitcoin Trust made up 0.18% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Heritage Oak Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Heritage Oak Wealth Advisors's iShares Bitcoin Trust position peaked at $1.55M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.