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

JFS 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 		$95.4K Buy
2,865
+2,418
+541% +$98.4K ﹤0.01% 442
2026
Q1 		$17.2K Sell
447
-35
-7% -$1.51K ﹤0.01% 775
2025
Q4 		$23.9K Hold
482
– – ﹤0.01% 700
2025
Q3 		$31.3K Hold
482
– – ﹤0.01% 596
2025
Q2 		$29.5K Buy
482
+447
+1,277% +$25K ﹤0.01% 573
2025
Q1 		$1.64K Hold
35
– – ﹤0.01% 1531
2024
Q4 		$1.86K Sell
35
-1,029
-97% -$48.6K ﹤0.01% 1509
2024
Q3 		$38.4K Hold
1,064
– – ﹤0.01% 513
2024
Q2 		$36.3K Buy
1,064
+504
+90% +$18.8K ﹤0.01% 472
2024
Q1 		$22.7K Buy
+560
New +$17.5K ﹤0.01% 600

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

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

JFS Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 541% in Q2 2026, buying an estimated $98.4K and bringing the position to 2,865 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

JFS Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • JFS Wealth Advisors held 2,865 shares of iShares Bitcoin Trust worth $95.4K as of Q2 2026.
  • JFS Wealth Advisors bought 2,418 iShares Bitcoin Trust shares in Q2 2026, an estimated $98.4K.
  • iShares Bitcoin Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #442 holding.
  • JFS Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.