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Pacific Excel Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Pacific Excel Wealth 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 		$877K Buy
+26,359
New +$1.07M 0.34% 67

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacific Excel Wealth Advisors's IBIT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 26,359 shares worth $877K. The stake represents 0.34% of the portfolio and ranks #67 among its holdings.

1,467 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pacific Excel Wealth Advisors held 26,359 shares of iShares Bitcoin Trust worth $877K as of Q2 2026.
  • iShares Bitcoin Trust was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares Bitcoin Trust made up 0.34% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • 1,467 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.