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Millstone Evans Group’s iShares Bitcoin Trust IBIT Stock Holding History

Millstone Evans Group’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 		$34.8K Buy
1,045
+121
+13% +$4.92K 0.02% 418
2026
Q1 		$35.5K Hold
924
– – 0.02% 388
2025
Q4 		$45.9K Buy
924
+208
+29% +$11.8K 0.03% 341
2025
Q3 		$46.5K Hold
716
– – 0.03% 319
2025
Q2 		$43.8K Hold
716
– – 0.03% 320
2025
Q1 		$33.5K Hold
716
– – 0.02% 369
2024
Q4 		$38K Buy
+716
New +$33.8K 0.03% 324

Other funds holding IBIT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Millstone Evans Group's IBIT Position: Q2 2026 in Review

Millstone Evans Group increased its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, buying an estimated $4.92K and bringing the position to 1,045 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #418.

Millstone Evans Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.5K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Millstone Evans Group held 1,045 shares of iShares Bitcoin Trust worth $34.8K as of Q2 2026.
  • Millstone Evans Group bought 121 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.92K.
  • iShares Bitcoin Trust made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #418 holding.
  • Millstone Evans Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's iShares Bitcoin Trust position peaked at $46.5K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.