Kestra Private Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

Kestra Private Wealth 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	$3.6M	Sell	108,126 -234	-0.2%	-$9.52K	0.04%	427
2026 Q1	$4.16M	Buy	108,360 +16,453	+18%	+$712K	0.05%	366
2025 Q4	$4.56M	Buy	91,907 +38,809	+73%	+$2.2M	0.06%	334
2025 Q3	$3.45M	Buy	53,098 +14,468	+37%	+$941K	0.05%	384
2025 Q2	$2.36M	Buy	38,630 +1,488	+4%	+$83.4K	0.03%	454
2025 Q1	$1.74M	Buy	37,142 +17,753	+92%	+$940K	0.03%	494
2024 Q4	$1.03M	Buy	19,389 +7,387	+62%	+$349K	0.02%	639
2024 Q3	$434K	Sell	12,002 -1,452	-11%	-$50.4K	0.01%	931
2024 Q2	$459K	Sell	13,454 -11,390	-46%	-$425K	0.01%	867
2024 Q1	$1.01M	Buy	+24,844	New	+$775K	0.02%	555

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

Kestra Private Wealth Services's IBIT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Bitcoin Trust (IBIT) stake by 0.22% in Q2 2026, selling an estimated $9.52K and leaving 108,126 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #427.

Kestra Private Wealth Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.56M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Kestra Private Wealth Services held 108,126 shares of iShares Bitcoin Trust worth $3.6M as of Q2 2026.
Kestra Private Wealth Services sold 234 iShares Bitcoin Trust shares in Q2 2026, an estimated $9.52K.
iShares Bitcoin Trust made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #427 holding.
Kestra Private Wealth Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's iShares Bitcoin Trust position peaked at $4.56M in Q4 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.