Osaic Holdings’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$33.3K Buy
+1,000
New +$40.7K ﹤0.01% 5780
2026
Q1
Sell
-31
Closed -$1.64K 7933
2025
Q4
$1.64K Buy
+31
New +$1.76K ﹤0.01% 7147

Other funds holding IBIT

Osaic Holdings's IBIT Position: Q2 2026 in Review

Osaic Holdings increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $2.73M and bringing the position to 480,681 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #764.

Osaic Holdings first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1M in Q4 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Osaic Holdings held 480,681 shares of iShares Bitcoin Trust worth $16M as of Q2 2026.
  • Osaic Holdings bought 67,028 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.73M.
  • iShares Bitcoin Trust made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #764 holding.
  • Osaic Holdings first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Osaic Holdings's iShares Bitcoin Trust position peaked at $19.1M in Q4 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.