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Mission Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Mission Wealth 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 		$4.5M Buy
135,123
+35,961
+36% +$1.46M 0.06% 184
2026
Q1 		$3.81M Sell
99,162
-3,772
-4% -$163K 0.08% 137
2025
Q4 		$5.11M Buy
102,934
+28,202
+38% +$1.6M 0.1% 111
2025
Q3 		$4.86M Buy
74,732
+11,039
+17% +$718K 0.1% 120
2025
Q2 		$3.9M Buy
63,693
+8,716
+16% +$488K 0.08% 137
2025
Q1 		$2.57M Buy
54,977
+49,172
+847% +$2.6M 0.06% 165
2024
Q4 		$308K Buy
+5,805
New +$274K 0.01% 544

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

Mission Wealth Management's IBIT Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 36% in Q2 2026, buying an estimated $1.46M and bringing the position to 135,123 shares worth $4.5M. The position accounts for 0.06% of the portfolio, ranked #184.

Mission Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Mission Wealth Management held 135,123 shares of iShares Bitcoin Trust worth $4.5M as of Q2 2026.
  • Mission Wealth Management bought 35,961 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.46M.
  • iShares Bitcoin Trust made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Mission Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Mission Wealth Management's iShares Bitcoin Trust position peaked at $5.11M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.