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Sagespring Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Sagespring Wealth Partners’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 		$287K Sell
8,612
-2,966
-26% -$121K ﹤0.01% 706
2026
Q1 		$445K Buy
11,578
+1,777
+18% +$76.9K 0.01% 535
2025
Q4 		$487K Buy
9,801
+4,804
+96% +$273K 0.01% 482
2025
Q3 		$325K Buy
+4,997
New +$325K 0.01% 583

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

Sagespring Wealth Partners's IBIT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 26% in Q2 2026, selling an estimated $121K and leaving 8,612 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Sagespring Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $487K in Q4 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sagespring Wealth Partners held 8,612 shares of iShares Bitcoin Trust worth $287K as of Q2 2026.
  • Sagespring Wealth Partners sold 2,966 iShares Bitcoin Trust shares in Q2 2026, an estimated $121K.
  • iShares Bitcoin Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #706 holding.
  • Sagespring Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares Bitcoin Trust position peaked at $487K in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.