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Onyx Bridge Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

Onyx Bridge Wealth Group’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 		$464K Buy
13,939
+281
+2% +$11.4K 0.04% 249
2026
Q1 		$525K Buy
13,658
+3,763
+38% +$163K 0.06% 215
2025
Q4 		$491K Buy
9,895
+1,994
+25% +$113K 0.05% 222
2025
Q3 		$514K Buy
+7,901
New +$514K 0.06% 214

Other funds holding IBIT

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Onyx Bridge Wealth Group's IBIT Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 13,939 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #249.

Onyx Bridge Wealth Group first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $525K in Q1 2026. 562 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Onyx Bridge Wealth Group held 13,939 shares of iShares Bitcoin Trust worth $464K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 281 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.4K.
  • iShares Bitcoin Trust made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #249 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's iShares Bitcoin Trust position peaked at $525K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.