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Kennedy Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Kennedy Investment Group’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 		$691K Sell
20,760
-145
-0.7% -$5.9K 0.23% 88
2026
Q1 		$803K Sell
20,905
-204
-1% -$8.83K 0.31% 75
2025
Q4 		$1.05M Buy
+21,109
New +$1.2M 0.4% 60
2025
Q3 		– Sell
-11,649
Closed -$713K – 142
2025
Q2 		$713K Buy
11,649
+3,859
+50% +$216K 0.3% 76
2025
Q1 		$365K Buy
7,790
+2,160
+38% +$114K 0.17% 98
2024
Q4 		$299K Buy
+5,630
New +$266K 0.14% 102

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

Kennedy Investment Group's IBIT Position: Q2 2026 in Review

Kennedy Investment Group reduced its iShares Bitcoin Trust (IBIT) stake by 0.69% in Q2 2026, selling an estimated $5.9K and leaving 20,760 shares worth $691K. The position accounts for 0.23% of the portfolio, ranked #88.

Kennedy Investment Group first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Kennedy Investment Group held 20,760 shares of iShares Bitcoin Trust worth $691K as of Q2 2026.
  • Kennedy Investment Group sold 145 iShares Bitcoin Trust shares in Q2 2026, an estimated $5.9K.
  • iShares Bitcoin Trust made up 0.23% of Kennedy Investment Group's portfolio in Q2 2026, its #88 holding.
  • Kennedy Investment Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Kennedy Investment Group's iShares Bitcoin Trust position peaked at $1.05M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.