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Kelleher Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Kelleher Financial 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 		$197K Buy
5,926
+2,963
+100% +$121K 0.03% 288
2026
Q1 		$114K Sell
2,963
-1,110
-27% -$48.1K 0.03% 271
2025
Q4 		$202K Buy
4,073
+1,173
+40% +$66.6K 0.05% 214
2025
Q3 		$189K Buy
+2,900
New +$189K 0.05% 190

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

Kelleher Financial Advisors's IBIT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 100% in Q2 2026, buying an estimated $121K and bringing the position to 5,926 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #288.

Kelleher Financial Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Kelleher Financial Advisors held 5,926 shares of iShares Bitcoin Trust worth $197K as of Q2 2026.
  • Kelleher Financial Advisors bought 2,963 iShares Bitcoin Trust shares in Q2 2026, an estimated $121K.
  • iShares Bitcoin Trust made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #288 holding.
  • Kelleher Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's iShares Bitcoin Trust position peaked at $202K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.