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Roble Belko & Company’s iShares Bitcoin Trust IBIT Stock Holding History

Roble Belko & Company’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 		$12K Sell
355
-131
-27% -$5.33K ﹤0.01% 298
2026
Q1 		$19K Buy
486
+16
+3% +$693 ﹤0.01% 268
2025
Q4 		$23K Buy
470
+11
+2% +$625 ﹤0.01% 259
2025
Q3 		$30K Buy
459
+200
+77% +$13K ﹤0.01% 213
2025
Q2 		$16K Buy
259
+51
+25% +$2.86K ﹤0.01% 243
2025
Q1 		$10K Buy
208
+50
+32% +$2.65K ﹤0.01% 256
2024
Q4 		$8K Buy
158
+100
+172% +$4.72K ﹤0.01% 259
2024
Q3 		$2K Buy
58
+11
+23% +$382 ﹤0.01% 288
2024
Q2 		$2K Buy
+47
New +$1.75K ﹤0.01% 286

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

Roble Belko & Company's IBIT Position: Q2 2026 in Review

Roble Belko & Company reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, selling an estimated $5.33K and leaving 355 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Roble Belko & Company first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $30K in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Roble Belko & Company held 355 shares of iShares Bitcoin Trust worth $12K as of Q2 2026.
  • Roble Belko & Company sold 131 iShares Bitcoin Trust shares in Q2 2026, an estimated $5.33K.
  • iShares Bitcoin Trust made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #298 holding.
  • Roble Belko & Company first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Roble Belko & Company's iShares Bitcoin Trust position peaked at $30K in Q3 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.