Signal Advisors Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Signal Advisors Wealth’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	$4.62M	Sell	138,705 -8,375	-6%	-$341K	0.23%	86
2026 Q1	$5.65M	Sell	147,080 -6,737	-4%	-$292K	0.39%	62
2025 Q4	$7.64M	Buy	153,817 +14,874	+11%	+$845K	0.61%	42
2025 Q3	$9.03M	Buy	138,943 +20,182	+17%	+$1.31M	0.82%	29
2025 Q2	$7.27M	Buy	118,761 +25,646	+28%	+$1.44M	0.57%	45
2025 Q1	$4.36M	Buy	93,115 +29,196	+46%	+$1.55M	0.43%	62
2024 Q4	$3.39M	Buy	63,919 +20,508	+47%	+$968K	0.38%	72
2024 Q3	$1.57M	Buy	+43,411	New	+$1.51M	0.22%	108
2024 Q2	–	Sell	-20,571	Closed	-$832K	–	161
2024 Q1	$832K	Buy	+20,571	New	+$642K	0.21%	109

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Signal Advisors Wealth's IBIT Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 5.7% in Q2 2026, selling an estimated $341K and leaving 138,705 shares worth $4.62M. The position accounts for 0.23% of the portfolio, ranked #86.

Signal Advisors Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.03M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Signal Advisors Wealth held 138,705 shares of iShares Bitcoin Trust worth $4.62M as of Q2 2026.
Signal Advisors Wealth sold 8,375 iShares Bitcoin Trust shares in Q2 2026, an estimated $341K.
iShares Bitcoin Trust made up 0.23% of Signal Advisors Wealth's portfolio in Q2 2026, its #86 holding.
Signal Advisors Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Signal Advisors Wealth's iShares Bitcoin Trust position peaked at $9.03M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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