M Holdings Securities’s iShares Bitcoin Trust IBIT Stock Holding History

M Holdings Securities’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	$2.14M	Buy	61,729 +813	+1%	+$33.1K	0.29%	61
2026 Q1	$2.71M	Buy	60,916 +2,361	+4%	+$102K	0.18%	102
2025 Q4	$2.91M	Buy	+58,555	New	+$3.33M	0.21%	90
2025 Q3	–	Sell	-41,715	Closed	-$2.55M	–	126
2025 Q2	$2.55M	Buy	41,715 +20,647	+98%	+$1.16M	0.44%	53
2025 Q1	$986K	Buy	21,068 +3,626	+21%	+$192K	0.16%	92
2024 Q4	$925K	Buy	17,442 +2,840	+19%	+$134K	0.15%	90
2024 Q3	$528K	Sell	14,602 -3,999	-21%	-$139K	0.13%	78
2024 Q2	$635K	Buy	+18,601	New	+$695K	0.08%	132

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

M Holdings Securities's IBIT Position: Q2 2026 in Review

M Holdings Securities increased its iShares Bitcoin Trust (IBIT) stake by 1.3% in Q2 2026, buying an estimated $33.1K and bringing the position to 61,729 shares worth $2.14M. The position accounts for 0.29% of the portfolio, ranked #61.

M Holdings Securities first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

M Holdings Securities held 61,729 shares of iShares Bitcoin Trust worth $2.14M as of Q2 2026.
M Holdings Securities bought 813 iShares Bitcoin Trust shares in Q2 2026, an estimated $33.1K.
iShares Bitcoin Trust made up 0.29% of M Holdings Securities's portfolio in Q2 2026, its #61 holding.
M Holdings Securities first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
M Holdings Securities's iShares Bitcoin Trust position peaked at $2.91M in Q4 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.