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

Modera 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 		$523K Sell
15,721
-66
-0.4% -$2.69K 0.01% 450
2026
Q1 		$607K Buy
15,787
+652
+4% +$28.2K 0.01% 404
2025
Q4 		$751K Sell
15,135
-4,357
-22% -$248K 0.01% 378
2025
Q3 		$1.27M Buy
19,492
+5,332
+38% +$347K 0.01% 308
2025
Q2 		$867K Buy
14,160
+220
+2% +$12.3K 0.01% 353
2025
Q1 		$653K Buy
13,940
+1,157
+9% +$61.3K 0.01% 380
2024
Q4 		$678K Sell
12,783
-556
-4% -$26.3K 0.01% 380
2024
Q3 		$482K Buy
13,339
+6,565
+97% +$228K 0.01% 420
2024
Q2 		$231K Buy
6,774
+854
+14% +$31.9K ﹤0.01% 520
2024
Q1 		$240K Buy
+5,920
New +$185K ﹤0.01% 517

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 0.42% in Q2 2026, selling an estimated $2.69K and leaving 15,721 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #450.

Modera Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Modera Wealth Management held 15,721 shares of iShares Bitcoin Trust worth $523K as of Q2 2026.
  • Modera Wealth Management sold 66 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.69K.
  • iShares Bitcoin Trust made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Modera Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Modera Wealth Management's iShares Bitcoin Trust position peaked at $1.27M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.