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Sequoia Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sequoia Financial 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 		$2.27M Sell
68,170
-1,125
-2% -$45.8K 0.01% 587
2026
Q1 		$2.66M Buy
69,295
+104
+0.2% +$4.5K 0.01% 503
2025
Q4 		$3.44M Buy
69,191
+15,016
+28% +$853K 0.02% 414
2025
Q3 		$3.52M Buy
54,175
+5,916
+12% +$385K 0.02% 379
2025
Q2 		$2.95M Buy
48,259
+2,861
+6% +$160K 0.02% 386
2025
Q1 		$2.13M Buy
45,398
+4,328
+11% +$229K 0.02% 422
2024
Q4 		$2.18M Buy
41,070
+10,046
+32% +$474K 0.02% 388
2024
Q3 		$1.12M Buy
31,024
+9,902
+47% +$344K 0.01% 510
2024
Q2 		$721K Buy
21,122
+6,083
+40% +$227K 0.01% 574
2024
Q1 		$609K Buy
+15,039
New +$469K 0.01% 621

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

Sequoia Financial Advisors's IBIT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 1.6% in Q2 2026, selling an estimated $45.8K and leaving 68,170 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #587.

Sequoia Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.52M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sequoia Financial Advisors held 68,170 shares of iShares Bitcoin Trust worth $2.27M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,125 iShares Bitcoin Trust shares in Q2 2026, an estimated $45.8K.
  • iShares Bitcoin Trust made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #587 holding.
  • Sequoia Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's iShares Bitcoin Trust position peaked at $3.52M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.