MSH Capital Advisors
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MSH Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

MSH Capital 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
Q3 		$628K Buy
13,171
+6,508
+98% +$262K 0.1% 184
2026
Q2 		$222K Buy
6,663
+866
+15% +$35.2K 0.04% 298
2026
Q1 		$223K Buy
5,797
+10
+0.2% +$433 0.05% 255
2025
Q4 		$287K Sell
5,787
-1,672
-22% -$95K 0.06% 227
2025
Q3 		$485K Buy
7,459
+833
+13% +$54.2K 0.13% 170
2025
Q2 		$406K Buy
+6,626
New +$371K 0.12% 178

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

MSH Capital Advisors's IBIT Position: Q3 2026 in Review

MSH Capital Advisors increased its iShares Bitcoin Trust (IBIT) stake by 98% in Q3 2026, buying an estimated $262K and bringing the position to 13,171 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #184.

MSH Capital Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • MSH Capital Advisors held 13,171 shares of iShares Bitcoin Trust worth $628K as of Q3 2026.
  • MSH Capital Advisors bought 6,508 iShares Bitcoin Trust shares in Q3 2026, an estimated $262K.
  • iShares Bitcoin Trust made up 0.1% of MSH Capital Advisors's portfolio in Q3 2026, its #184 holding.
  • MSH Capital Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.