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Sanders Morris Harris’s iShares Bitcoin Trust IBIT Stock Holding History

Sanders Morris Harris’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 		– Sell
-11,896
Closed -$457K – 164
2026
Q1 		$457K Buy
11,896
+170
+1% +$7.36K 0.07% 192
2025
Q4 		$582K Sell
11,726
-10,006
-46% -$568K 0.9% 15
2025
Q3 		$1.41M Sell
21,732
-4,018
-16% -$261K 0.19% 75
2025
Q2 		$1.58M Buy
25,750
+14,482
+129% +$811K 0.38% 26
2025
Q1 		$527K Buy
11,268
+7,268
+182% +$385K 0.08% 151
2024
Q4 		$215K Buy
+4,000
New +$189K 0.03% 256

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Sanders Morris Harris's IBIT Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 11,896 shares — an estimated $457K sold.

Sanders Morris Harris first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $1.58M in Q2 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sanders Morris Harris reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 11,896 iShares Bitcoin Trust shares in Q2 2026, an estimated $457K.
  • Sanders Morris Harris first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • Sanders Morris Harris's iShares Bitcoin Trust position peaked at $1.58M in Q2 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.