Pension & Wealth Management Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Pension & Wealth Management 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	$11.6K	Buy	348 +204	+142%	+$8.3K	﹤0.01%	430
2026 Q1	$5.54K	Buy	144 +20	+16%	+$866	﹤0.01%	427
2025 Q4	$6.17K	Buy	124 +70	+130%	+$3.98K	﹤0.01%	435
2025 Q3	$3.53K	Hold	54	–	–	﹤0.01%	452
2025 Q2	$3.33K	Sell	54 -46	-46%	-$2.58K	﹤0.01%	411
2025 Q1	$4.68K	Buy	+100	New	+$5.29K	﹤0.01%	390
2024 Q3	–	Sell	-2,996	Closed	-$102K	–	395
2024 Q2	$102K	Sell	2,996 -1,430	-32%	-$53.4K	0.06%	147
2024 Q1	$179K	Buy	+4,426	New	+$138K	0.12%	100

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

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

Galaxy Digital New York $1.7B AUM

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM

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

Pension & Wealth Management Advisors's IBIT Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares Bitcoin Trust (IBIT) stake by 142% in Q2 2026, buying an estimated $8.3K and bringing the position to 348 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Pension & Wealth Management Advisors first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $179K in Q1 2024. 1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Pension & Wealth Management Advisors held 348 shares of iShares Bitcoin Trust worth $11.6K as of Q2 2026.
Pension & Wealth Management Advisors bought 204 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.3K.
iShares Bitcoin Trust made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #430 holding.
Pension & Wealth Management Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Pension & Wealth Management Advisors's iShares Bitcoin Trust position peaked at $179K in Q1 2024.
1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.