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Millington Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Millington Financial 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 		$346K Sell
9,519
-1
-0% -$41 0.14% 92
2026
Q1 		$415K Buy
9,520
+2,801
+42% +$121K 0.17% 81
2025
Q4 		$267K Hold
6,719
– – 0.12% 100
2025
Q3 		$442K Hold
6,719
– – 0.21% 73
2025
Q2 		$452K Hold
6,719
– – 0.23% 71
2025
Q1 		$320K Hold
6,719
– – 0.2% 76
2024
Q4 		$387K Hold
6,719
– – 0.22% 64
2024
Q3 		$243K Hold
6,719
– – 0.15% 77
2024
Q2 		$229K Buy
+6,719
New +$251K 0.16% 74

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

Millington Financial Advisors's IBIT Position: Q2 2026 in Review

Millington Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 0.01% in Q2 2026, selling an estimated $41 and leaving 9,519 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #92.

Millington Financial Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $452K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Millington Financial Advisors held 9,519 shares of iShares Bitcoin Trust worth $346K as of Q2 2026.
  • Millington Financial Advisors sold 1 iShares Bitcoin Trust share in Q2 2026, an estimated $41.
  • iShares Bitcoin Trust made up 0.14% of Millington Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Millington Financial Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Millington Financial Advisors's iShares Bitcoin Trust position peaked at $452K in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.