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Shade Tree Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Shade Tree 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 		$2.48M Buy
74,448
+64,520
+650% +$2.62M 1.44% 8
2026
Q1 		$381K Buy
+9,928
New +$430K 0.27% 22

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

Shade Tree Advisors's IBIT Position: Q2 2026 in Review

Shade Tree Advisors increased its iShares Bitcoin Trust (IBIT) stake by 650% in Q2 2026, buying an estimated $2.62M and bringing the position to 74,448 shares worth $2.48M. The position accounts for 1.44% of the portfolio, ranked #8.

Shade Tree Advisors first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Shade Tree Advisors held 74,448 shares of iShares Bitcoin Trust worth $2.48M as of Q2 2026.
  • Shade Tree Advisors bought 64,520 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.62M.
  • iShares Bitcoin Trust made up 1.44% of Shade Tree Advisors's portfolio in Q2 2026, its #8 holding.
  • Shade Tree Advisors first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.