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Milestone Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Milestone Asset 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 		$1.31M Sell
39,408
-15,910
-29% -$647K 0.21% 111
2026
Q1 		$2.13M Buy
55,318
+29,854
+117% +$1.29M 0.39% 75
2025
Q4 		$1.26M Buy
25,464
+13,561
+114% +$770K 0.24% 81
2025
Q3 		$774K Buy
11,903
+1,527
+15% +$99.3K 0.15% 116
2025
Q2 		$635K Buy
10,376
+919
+10% +$51.5K 0.13% 122
2025
Q1 		$443K Buy
+9,457
New +$501K 0.09% 153

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

Milestone Asset Management's IBIT Position: Q2 2026 in Review

Milestone Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 29% in Q2 2026, selling an estimated $647K and leaving 39,408 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #111.

Milestone Asset Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Milestone Asset Management held 39,408 shares of iShares Bitcoin Trust worth $1.31M as of Q2 2026.
  • Milestone Asset Management sold 15,910 iShares Bitcoin Trust shares in Q2 2026, an estimated $647K.
  • iShares Bitcoin Trust made up 0.21% of Milestone Asset Management's portfolio in Q2 2026, its #111 holding.
  • Milestone Asset Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Milestone Asset Management's iShares Bitcoin Trust position peaked at $2.13M in Q1 2026.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.