Optivise Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Optivise 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	$448K	Buy	13,455 +1,899	+16%	+$77.2K	0.23%	117
2026 Q1	$444K	Buy	11,556 +260	+2%	+$11.3K	0.27%	95
2025 Q4	$561K	Buy	11,296 +5,535	+96%	+$314K	0.32%	85
2025 Q3	$374K	Sell	5,761 -1,719	-23%	-$112K	0.22%	105
2025 Q2	$458K	Sell	7,480 -23	-0.3%	-$1.29K	0.23%	101
2025 Q1	$351K	Sell	7,503 -1,593	-18%	-$84.3K	0.2%	109
2024 Q4	$483K	Sell	9,096 -772	-8%	-$36.5K	0.26%	91
2024 Q3	$357K	Buy	9,868 +336	+4%	+$11.7K	0.19%	104
2024 Q2	$325K	Buy	+9,532	New	+$356K	0.18%	121

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

Optivise Advisory Services's IBIT Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $77.2K and bringing the position to 13,455 shares worth $448K. The position accounts for 0.23% of the portfolio, ranked #117.

Optivise Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $561K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Optivise Advisory Services held 13,455 shares of iShares Bitcoin Trust worth $448K as of Q2 2026.
Optivise Advisory Services bought 1,899 iShares Bitcoin Trust shares in Q2 2026, an estimated $77.2K.
iShares Bitcoin Trust made up 0.23% of Optivise Advisory Services's portfolio in Q2 2026, its #117 holding.
Optivise Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Bitcoin Trust position peaked at $561K in Q4 2025.
1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.