Montz Harcus Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Montz Harcus 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	$1.36M	Sell	40,764 -18,217	-31%	-$741K	0.48%	28
2026 Q1	$2.27M	Buy	58,981 +16,150	+38%	+$699K	0.92%	20
2025 Q4	$2.13M	Buy	42,831 +5,379	+14%	+$306K	0.86%	20
2025 Q3	$2.43M	Hold	37,452	–	–	1.06%	19
2025 Q2	$2.29M	Hold	37,452	–	–	1.11%	19
2025 Q1	$1.75M	Hold	37,452	–	–	0.96%	19
2024 Q4	$1.99M	Sell	37,452 -5	-0%	-$236	1.11%	18
2024 Q3	$1.35M	Hold	37,457	–	–	0.79%	21
2024 Q2	$1.28M	Buy	37,457 +672	+2%	+$25.1K	0.83%	19
2024 Q1	$1.49M	Buy	+36,785	New	+$1.15M	1.01%	18

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Montz Harcus Wealth Management's IBIT Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 31% in Q2 2026, selling an estimated $741K and leaving 40,764 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #28.

Montz Harcus Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Montz Harcus Wealth Management held 40,764 shares of iShares Bitcoin Trust worth $1.36M as of Q2 2026.
Montz Harcus Wealth Management sold 18,217 iShares Bitcoin Trust shares in Q2 2026, an estimated $741K.
iShares Bitcoin Trust made up 0.48% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #28 holding.
Montz Harcus Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Montz Harcus Wealth Management's iShares Bitcoin Trust position peaked at $2.43M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.