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MBL Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

MBL Wealth’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 		$1.47M Buy
44,260
+1,483
+3% +$60.3K 0.1% 105
2026
Q1 		$1.64M Sell
42,777
-384
-0.9% -$16.6K 0.12% 96
2025
Q4 		$2.14M Buy
43,161
+5,121
+13% +$291K 0.17% 81
2025
Q3 		$2.47M Buy
38,040
+30,188
+384% +$1.96M 0.22% 71
2025
Q2 		$481K Sell
7,852
-434
-5% -$24.3K 0.05% 144
2025
Q1 		$388K Buy
8,286
+3,569
+76% +$189K 0.04% 157
2024
Q4 		$250K Buy
+4,717
New +$223K 0.03% 194

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

MBL Wealth's IBIT Position: Q2 2026 in Review

MBL Wealth increased its iShares Bitcoin Trust (IBIT) stake by 3.5% in Q2 2026, buying an estimated $60.3K and bringing the position to 44,260 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #105.

MBL Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MBL Wealth held 44,260 shares of iShares Bitcoin Trust worth $1.47M as of Q2 2026.
  • MBL Wealth bought 1,483 iShares Bitcoin Trust shares in Q2 2026, an estimated $60.3K.
  • iShares Bitcoin Trust made up 0.1% of MBL Wealth's portfolio in Q2 2026, its #105 holding.
  • MBL Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • MBL Wealth's iShares Bitcoin Trust position peaked at $2.47M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.