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SJBenen ADVISORY’s iShares Bitcoin Trust IBIT Stock Holding History

SJBenen ADVISORY’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 		$2.64M Hold
79,200
– – 1.49% 15
2026
Q1 		$6.15K Hold
79,200
– – 0.01% 26
2025
Q4 		$3.93M Buy
+79,200
New +$4.5M 3.67% 9

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
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
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SJBenen ADVISORY's IBIT Position: Q2 2026 in Review

SJBenen ADVISORY reduced its iShares Bitcoin Trust (IBIT) stake by 22% in Q2 2026, selling an estimated $2.59M and leaving 222,000 shares worth $7.41M. The position accounts for 4.2% of the portfolio, ranked #6.

SJBenen ADVISORY first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • SJBenen ADVISORY held 222,000 shares of iShares Bitcoin Trust worth $7.41M as of Q2 2026.
  • SJBenen ADVISORY sold 63,600 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.59M.
  • iShares Bitcoin Trust made up 4.2% of SJBenen ADVISORY's portfolio in Q2 2026, its #6 holding.
  • SJBenen ADVISORY first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • SJBenen ADVISORY's iShares Bitcoin Trust position peaked at $14.9M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.