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National Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

National Wealth Management Group’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 		$512K Buy
15,393
+1,032
+7% +$42K 0.16% 118
2026
Q1 		$552K Buy
14,361
+538
+4% +$23.3K 0.21% 100
2025
Q4 		$686K Sell
13,823
-398
-3% -$22.6K 0.24% 99
2025
Q3 		$924K Buy
+14,221
New +$925K 0.35% 63

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

National Wealth Management Group's IBIT Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Bitcoin Trust (IBIT) stake by 7.2% in Q2 2026, buying an estimated $42K and bringing the position to 15,393 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #118.

National Wealth Management Group first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $924K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • National Wealth Management Group held 15,393 shares of iShares Bitcoin Trust worth $512K as of Q2 2026.
  • National Wealth Management Group bought 1,032 iShares Bitcoin Trust shares in Q2 2026, an estimated $42K.
  • iShares Bitcoin Trust made up 0.16% of National Wealth Management Group's portfolio in Q2 2026, its #118 holding.
  • National Wealth Management Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's iShares Bitcoin Trust position peaked at $924K in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.