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MPWM Advisory Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

MPWM Advisory Solutions’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 		$11.1K Sell
333
-275
-45% -$11.2K 0.01% 339
2026
Q1 		$23.4K Buy
608
+125
+26% +$5.41K 0.01% 260
2025
Q4 		$24K Sell
483
-26
-5% -$1.48K 0.01% 235
2025
Q3 		$33.1K Sell
509
-9
-2% -$585 0.02% 201
2025
Q2 		$31.7K Hold
518
– – 0.02% 197
2025
Q1 		$24.2K Buy
518
+234
+82% +$12.4K 0.02% 210
2024
Q4 		$15.1K Buy
+284
New +$13.4K 0.01% 280

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

MPWM Advisory Solutions's IBIT Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares Bitcoin Trust (IBIT) stake by 45% in Q2 2026, selling an estimated $11.2K and leaving 333 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #339.

MPWM Advisory Solutions first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.1K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MPWM Advisory Solutions held 333 shares of iShares Bitcoin Trust worth $11.1K as of Q2 2026.
  • MPWM Advisory Solutions sold 275 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.2K.
  • iShares Bitcoin Trust made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #339 holding.
  • MPWM Advisory Solutions first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's iShares Bitcoin Trust position peaked at $33.1K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.