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HighPoint Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

HighPoint Advisor Group’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 		$531K Sell
15,959
-4,132
-21% -$168K 0.02% 452
2026
Q1 		$772K Buy
20,091
+3,147
+19% +$136K 0.03% 339
2025
Q4 		$841K Buy
+16,944
New +$963K 0.02% 514

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

HighPoint Advisor Group's IBIT Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares Bitcoin Trust (IBIT) stake by 21% in Q2 2026, selling an estimated $168K and leaving 15,959 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #452.

HighPoint Advisor Group first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $841K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HighPoint Advisor Group held 15,959 shares of iShares Bitcoin Trust worth $531K as of Q2 2026.
  • HighPoint Advisor Group sold 4,132 iShares Bitcoin Trust shares in Q2 2026, an estimated $168K.
  • iShares Bitcoin Trust made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #452 holding.
  • HighPoint Advisor Group first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares Bitcoin Trust position peaked at $841K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.