OneDigital Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

OneDigital Investment 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	$2.64M	Buy	79,200 +4,792	+6%	+$195K	0.02%	435
2026 Q1	$2.86M	Buy	74,408 +31,682	+74%	+$1.37M	0.03%	385
2025 Q4	$2.12M	Buy	42,726 +8,891	+26%	+$505K	0.02%	443
2025 Q3	$2.2M	Buy	33,835 +3,841	+13%	+$250K	0.02%	422
2025 Q2	$1.84M	Buy	29,994 +8,794	+41%	+$493K	0.02%	453
2025 Q1	$992K	Buy	21,200 +6,664	+46%	+$353K	0.01%	609
2024 Q4	$771K	Buy	14,536 +5,102	+54%	+$241K	0.01%	724
2024 Q3	$341K	Buy	9,434 +19	+0.2%	+$660	﹤0.01%	1095
2024 Q2	$321K	Buy	9,415 +3,345	+55%	+$125K	﹤0.01%	1079
2024 Q1	$246K	Buy	+6,070	New	+$189K	﹤0.01%	977

Other funds holding IBIT

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

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

OneDigital Investment Advisors's IBIT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6.4% in Q2 2026, buying an estimated $195K and bringing the position to 79,200 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #435.

OneDigital Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.86M in Q1 2026. 1,151 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

OneDigital Investment Advisors held 79,200 shares of iShares Bitcoin Trust worth $2.64M as of Q2 2026.
OneDigital Investment Advisors bought 4,792 iShares Bitcoin Trust shares in Q2 2026, an estimated $195K.
iShares Bitcoin Trust made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #435 holding.
OneDigital Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
OneDigital Investment Advisors's iShares Bitcoin Trust position peaked at $2.86M in Q1 2026.
1,151 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.