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LBMC Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

LBMC Investment 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 		$553K Sell
16,620
-4,166
-20% -$169K 0.03% 149
2026
Q1 		$799K Sell
20,786
-1,845
-8% -$79.9K 0.05% 121
2025
Q4 		$1.12M Buy
22,631
+1,021
+5% +$58K 0.07% 97
2025
Q3 		$1.4M Buy
21,610
+80
+0.4% +$5.2K 0.09% 86
2025
Q2 		$1.32M Buy
21,530
+7,535
+54% +$422K 0.09% 81
2025
Q1 		$655K Buy
13,995
+470
+3% +$24.9K 0.05% 102
2024
Q4 		$718K Buy
13,525
+155
+1% +$7.32K 0.06% 96
2024
Q3 		$483K Buy
+13,370
New +$464K 0.04% 114

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

LBMC Investment Advisors's IBIT Position: Q2 2026 in Review

LBMC Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, selling an estimated $169K and leaving 16,620 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #149.

LBMC Investment Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • LBMC Investment Advisors held 16,620 shares of iShares Bitcoin Trust worth $553K as of Q2 2026.
  • LBMC Investment Advisors sold 4,166 iShares Bitcoin Trust shares in Q2 2026, an estimated $169K.
  • iShares Bitcoin Trust made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • LBMC Investment Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • LBMC Investment Advisors's iShares Bitcoin Trust position peaked at $1.4M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.