Occidental Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Occidental Asset Management’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	$255K	Buy	+7,657	New	+$311K	0.03%	264

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Occidental Asset Management's IBIT Position: Q2 2026 in Review

Occidental Asset Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 7,657 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Occidental Asset Management held 7,657 shares of iShares Bitcoin Trust worth $255K as of Q2 2026.
iShares Bitcoin Trust was a new Occidental Asset Management position in Q2 2026.
iShares Bitcoin Trust made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #264 holding.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.