One Wealth Management Investment & Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

One Wealth Management Investment & Advisory Services’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	-10,667	Closed	-$410K	–	57
2026 Q1	$410K	Sell	10,667 -103	-1%	-$4.46K	0.49%	35
2025 Q4	$535K	Buy	10,770 +6,248	+138%	+$355K	0.58%	29
2025 Q3	$294K	Buy	+4,522	New	+$294K	0.34%	41

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IBIT Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 10,667 shares — an estimated $410K sold.

One Wealth Management Investment & Advisory Services first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $535K in Q4 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

One Wealth Management Investment & Advisory Services reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 10,667 iShares Bitcoin Trust shares in Q2 2026, an estimated $410K.
One Wealth Management Investment & Advisory Services first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's iShares Bitcoin Trust position peaked at $535K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.