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

Insigneo 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	$11.8M	Buy	355,281 +94,045	+36%	+$3.83M	0.44%	41
2026 Q1	$10M	Buy	261,236 +31,033	+13%	+$1.34M	0.71%	19
2025 Q4	$11.4M	Sell	230,203 -36,005	-14%	-$2.05M	0.82%	19
2025 Q3	$17.3M	Buy	266,208 +103,046	+63%	+$6.7M	1.21%	14
2025 Q2	$9.46M	Buy	163,162 +42,088	+35%	+$2.36M	0.81%	19
2025 Q1	$5.67M	Buy	121,074 +3,565	+3%	+$189K	0.58%	25
2024 Q4	$6.23M	Buy	117,509 +58,873	+100%	+$2.78M	0.64%	22
2024 Q3	$2.12M	Buy	58,636 +1,532	+3%	+$53.2K	0.21%	101
2024 Q2	$1.74M	Buy	+57,104	New	+$2.13M	0.2%	103

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Insigneo Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 36% in Q2 2026, buying an estimated $3.83M and bringing the position to 355,281 shares worth $11.8M. The position accounts for 0.44% of the portfolio, ranked #41.

Insigneo Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Insigneo Advisory Services held 355,281 shares of iShares Bitcoin Trust worth $11.8M as of Q2 2026.
Insigneo Advisory Services bought 94,045 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.83M.
iShares Bitcoin Trust made up 0.44% of Insigneo Advisory Services's portfolio in Q2 2026, its #41 holding.
Insigneo Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares Bitcoin Trust position peaked at $17.3M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.