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Moody Lynn & Lieberson’s iShares Bitcoin Trust IBIT Stock Holding History

Moody Lynn & Lieberson’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
2025
Q2 		– Sell
-58,030
Closed -$2.72M – 264
2025
Q1 		$2.72M Sell
58,030
-1,734
-3% -$91.8K 0.17% 78
2024
Q4 		$3.17M Buy
+59,764
New +$2.82M 0.19% 67

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Lynn & Lieberson's IBIT Position: Q2 2025 in Review

Moody Lynn & Lieberson sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 58,030 shares — an estimated $2.72M sold.

Moody Lynn & Lieberson first reported a position in IBIT in Q4 2024 and held it in 2 quarters. The position peaked at $3.17M in Q4 2024. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Moody Lynn & Lieberson reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 58,030 iShares Bitcoin Trust shares in Q2 2025, an estimated $2.72M.
  • Moody Lynn & Lieberson first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 2 quarters.
  • Moody Lynn & Lieberson's iShares Bitcoin Trust position peaked at $3.17M in Q4 2024.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2025, filed 17 Jul 2025.