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Highland Investment Advisors LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Highland Investment Advisors LLC’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 		$52.3K Buy
+1,570
New +$63.9K 0.02% 179

Other funds holding IBIT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Highland Investment Advisors LLC's IBIT Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 1,570 shares worth $52.3K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

1,231 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Highland Investment Advisors LLC held 1,570 shares of iShares Bitcoin Trust worth $52.3K as of Q2 2026.
  • iShares Bitcoin Trust was a new Highland Investment Advisors LLC position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #179 holding.
  • 1,231 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.