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McElhenny Sheffield Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

McElhenny Sheffield Capital Management’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 		– Sell
-9,874
Closed -$379K – 115
2026
Q1 		$379K Hold
9,874
– – 0.09% 47
2025
Q4 		$490K Sell
9,874
-16,218
-62% -$921K 0.12% 42
2025
Q3 		$1.7M Buy
26,092
+7,823
+43% +$509K 0.4% 17
2025
Q2 		$1.12M Hold
18,269
– – 0.3% 21
2025
Q1 		$855K Buy
+18,269
New +$967K 0.32% 22

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

McElhenny Sheffield Capital Management's IBIT Position: Q2 2026 in Review

McElhenny Sheffield Capital Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 9,874 shares — an estimated $379K sold.

McElhenny Sheffield Capital Management first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • McElhenny Sheffield Capital Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 9,874 iShares Bitcoin Trust shares in Q2 2026, an estimated $379K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • McElhenny Sheffield Capital Management's iShares Bitcoin Trust position peaked at $1.7M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.