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Milestone Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Milestone Investment Advisors’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 		$3.43K Hold
103
– – ﹤0.01% 139
2026
Q1 		$3.96K Sell
103
-86
-46% -$3.72K ﹤0.01% 137
2025
Q4 		$9.38K Buy
+189
New +$10.7K ﹤0.01% 125
2025
Q3 		– Sell
-189
Closed -$11.6K – 126
2025
Q2 		$11.6K Buy
+189
New +$10.6K ﹤0.01% 116

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 Investment Advisors's IBIT Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 103 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Milestone Investment Advisors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Milestone Investment Advisors held 103 shares of iShares Bitcoin Trust worth $3.43K as of Q2 2026.
  • Milestone Investment Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Milestone Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Milestone Investment Advisors's iShares Bitcoin Trust position peaked at $11.6K in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.