OneAscent Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

OneAscent Wealth 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	$301K	Buy	9,035 +653	+8%	+$26.6K	0.09%	121
2026 Q1	$322K	Sell	8,382 -197	-2%	-$8.53K	0.11%	103
2025 Q4	$426K	Buy	8,579 +764	+10%	+$43.4K	0.14%	75
2025 Q3	$508K	Buy	7,815 +318	+4%	+$20.7K	0.17%	68
2025 Q2	$459K	Buy	+7,497	New	+$420K	0.17%	70
2025 Q1	–	Sell	-7,263	Closed	-$385K	–	157
2024 Q4	$385K	Buy	7,263 +635	+10%	+$30K	0.16%	78
2024 Q3	$239K	Sell	6,628 -22	-0.3%	-$764	0.09%	157
2024 Q2	$227K	Buy	+6,650	New	+$248K	0.12%	89

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

OneAscent Wealth Management's IBIT Position: Q2 2026 in Review

OneAscent Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 7.8% in Q2 2026, buying an estimated $26.6K and bringing the position to 9,035 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #121.

OneAscent Wealth Management first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $508K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

OneAscent Wealth Management held 9,035 shares of iShares Bitcoin Trust worth $301K as of Q2 2026.
OneAscent Wealth Management bought 653 iShares Bitcoin Trust shares in Q2 2026, an estimated $26.6K.
iShares Bitcoin Trust made up 0.09% of OneAscent Wealth Management's portfolio in Q2 2026, its #121 holding.
OneAscent Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
OneAscent Wealth Management's iShares Bitcoin Trust position peaked at $508K in Q3 2025.
1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.