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J.M. Forbes & Co’s iShares Bitcoin Trust IBIT Stock Holding History

J.M. Forbes & Co’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 		$705K Buy
+21,180
New +$862K 0.06% 96

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

J.M. Forbes & Co's IBIT Position: Q2 2026 in Review

J.M. Forbes & Co opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 21,180 shares worth $705K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings.

1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • J.M. Forbes & Co held 21,180 shares of iShares Bitcoin Trust worth $705K as of Q2 2026.
  • iShares Bitcoin Trust was a new J.M. Forbes & Co position in Q2 2026.
  • iShares Bitcoin Trust made up 0.06% of J.M. Forbes & Co's portfolio in Q2 2026, its #96 holding.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.