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

MMBG 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 		$395K Hold
11,860
– – 0.03% 148
2026
Q1 		$456K Sell
11,860
-10,806
-48% -$468K 0.04% 138
2025
Q4 		$1.13M Buy
22,666
+4,974
+28% +$283K 0.09% 93
2025
Q3 		$1.15M Buy
17,692
+8,820
+99% +$574K 0.1% 97
2025
Q2 		$543K Buy
+8,872
New +$497K 0.05% 130

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

MMBG Investment Advisors's IBIT Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11,860 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #148.

MMBG Investment Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2025. 1,071 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MMBG Investment Advisors held 11,860 shares of iShares Bitcoin Trust worth $395K as of Q2 2026.
  • MMBG Investment Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • MMBG Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • MMBG Investment Advisors's iShares Bitcoin Trust position peaked at $1.15M in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.