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New Vernon Capital Holdings II’s iShares Bitcoin Trust IBIT Stock Holding History

New Vernon Capital Holdings II’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 		– Sell
-8,858
Closed -$340K – 83
2026
Q1 		$340K Hold
8,858
– – 0.25% 23
2025
Q4 		$440K Sell
8,858
-2,553
-22% -$145K 0.21% 30
2025
Q3 		$742K Hold
11,411
– – 0.34% 29
2025
Q2 		$698K Hold
11,411
– – 0.34% 24
2025
Q1 		$534K Buy
+11,411
New +$604K 0.29% 23

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

New Vernon Capital Holdings II's IBIT Position: Q2 2026 in Review

New Vernon Capital Holdings II sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 8,858 shares — an estimated $340K sold.

New Vernon Capital Holdings II first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $742K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • New Vernon Capital Holdings II reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 8,858 iShares Bitcoin Trust shares in Q2 2026, an estimated $340K.
  • New Vernon Capital Holdings II first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • New Vernon Capital Holdings II's iShares Bitcoin Trust position peaked at $742K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2026, filed 14 Aug 2026.