Octavia Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Octavia Wealth 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 Q2	$486K	Buy	14,591 +490	+3%	+$19.9K	0.04%	126
2026 Q1	$542K	Sell	14,101 -2,693	-16%	-$117K	0.05%	124
2025 Q4	$834K	Buy	16,794 +1,963	+13%	+$112K	0.08%	89
2025 Q3	$964K	Buy	14,831 +453	+3%	+$29.5K	0.1%	85
2025 Q2	$880K	Buy	14,378 +1,056	+8%	+$59.2K	0.1%	85
2025 Q1	$624K	Buy	13,322 +3,158	+31%	+$167K	0.08%	102
2024 Q4	$539K	Buy	10,164 +1,301	+15%	+$61.4K	0.07%	110
2024 Q3	$320K	Buy	+8,863	New	+$308K	0.04%	158

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

Octavia Wealth Advisors's IBIT Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 14,591 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #126.

Octavia Wealth Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $964K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Octavia Wealth Advisors held 14,591 shares of iShares Bitcoin Trust worth $486K as of Q2 2026.
Octavia Wealth Advisors bought 490 iShares Bitcoin Trust shares in Q2 2026, an estimated $19.9K.
iShares Bitcoin Trust made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Octavia Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Octavia Wealth Advisors's iShares Bitcoin Trust position peaked at $964K in Q3 2025.
1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.