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M Wealth Management LLC’s iShares Bitcoin Trust IBIT Stock Holding History

M Wealth Management LLC’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 		$429K Buy
12,873
+500
+4% +$20.3K 0.34% 41
2026
Q1 		$475K Buy
+12,373
New +$536K 0.4% 33

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

M Wealth Management LLC's IBIT Position: Q2 2026 in Review

M Wealth Management LLC increased its iShares Bitcoin Trust (IBIT) stake by 4% in Q2 2026, buying an estimated $20.3K and bringing the position to 12,873 shares worth $429K. The position accounts for 0.34% of the portfolio, ranked #41.

M Wealth Management LLC first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • M Wealth Management LLC held 12,873 shares of iShares Bitcoin Trust worth $429K as of Q2 2026.
  • M Wealth Management LLC bought 500 iShares Bitcoin Trust shares in Q2 2026, an estimated $20.3K.
  • iShares Bitcoin Trust made up 0.34% of M Wealth Management LLC's portfolio in Q2 2026, its #41 holding.
  • M Wealth Management LLC first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • M Wealth Management LLC's iShares Bitcoin Trust position peaked at $475K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.