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HHM Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

HHM 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 		$190K Buy
5,715
+473
+9% +$19.2K 0.02% 219
2026
Q1 		$201K Sell
5,242
-13,188
-72% -$571K 0.02% 191
2025
Q4 		$915K Buy
18,430
+7,627
+71% +$433K 0.11% 71
2025
Q3 		$702K Buy
10,803
+638
+6% +$41.5K 0.08% 88
2025
Q2 		$622K Buy
10,165
+530
+6% +$29.7K 0.07% 96
2025
Q1 		$451K Buy
9,635
+7,047
+272% +$373K 0.06% 112
2024
Q4 		$137K Buy
2,588
+2,582
+43,033% +$122K 0.02% 227
2024
Q3 		$217 Buy
6
+2
+50% +$69 ﹤0.01% 752
2024
Q2 		$137 Buy
4
+3
+300% +$112 ﹤0.01% 772
2024
Q1 		$41 Buy
+1
New +$31 ﹤0.01% 735

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

HHM Wealth Advisors's IBIT Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 9% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,715 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #219.

HHM Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $915K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HHM Wealth Advisors held 5,715 shares of iShares Bitcoin Trust worth $190K as of Q2 2026.
  • HHM Wealth Advisors bought 473 iShares Bitcoin Trust shares in Q2 2026, an estimated $19.2K.
  • iShares Bitcoin Trust made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • HHM Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • HHM Wealth Advisors's iShares Bitcoin Trust position peaked at $915K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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