Robertson Stephens Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Robertson Stephens Wealth Management’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	$275K	Buy	8,256 +1,499	+22%	+$61K	0.01%	545
2026 Q1	$260K	Sell	6,757 -1,867	-22%	-$80.8K	0.01%	538
2025 Q4	$428K	Sell	8,624 -64	-0.7%	-$3.64K	0.01%	461
2025 Q3	$565K	Buy	8,688 +3,169	+57%	+$206K	0.02%	337
2025 Q2	$338K	Buy	+5,519	New	+$309K	0.01%	434
2024 Q3	–	Sell	-59,671	Closed	-$2.04M	–	626
2024 Q2	$2.04M	Buy	59,671 +1,188	+2%	+$44.4K	0.1%	151
2024 Q1	$2.37M	Buy	+58,483	New	+$1.82M	0.13%	139

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Robertson Stephens Wealth Management's IBIT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q2 2026, buying an estimated $61K and bringing the position to 8,256 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #545.

Robertson Stephens Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2024. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Robertson Stephens Wealth Management held 8,256 shares of iShares Bitcoin Trust worth $275K as of Q2 2026.
Robertson Stephens Wealth Management bought 1,499 iShares Bitcoin Trust shares in Q2 2026, an estimated $61K.
iShares Bitcoin Trust made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #545 holding.
Robertson Stephens Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
Robertson Stephens Wealth Management's iShares Bitcoin Trust position peaked at $2.37M in Q1 2024.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.