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Sound View Wealth Advisors Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sound View Wealth Advisors Group’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 		$520K Sell
15,617
-8,269
-35% -$336K 0.03% 279
2026
Q1 		$918K Buy
23,886
+1,106
+5% +$47.9K 0.06% 202
2025
Q4 		$1.13M Sell
22,780
-2,581
-10% -$147K 0.08% 176
2025
Q3 		$1.65M Buy
25,361
+4,231
+20% +$275K 0.11% 147
2025
Q2 		$1.29M Buy
21,130
+7,393
+54% +$414K 0.1% 165
2025
Q1 		$643K Buy
13,737
+2,999
+28% +$159K 0.05% 227
2024
Q4 		$570K Buy
10,738
+1,751
+19% +$82.7K 0.05% 243
2024
Q3 		$325K Buy
8,987
+344
+4% +$11.9K 0.03% 323
2024
Q2 		$295K Buy
8,643
+186
+2% +$6.95K 0.03% 306
2024
Q1 		$342K Buy
+8,457
New +$264K 0.04% 285

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

Sound View Wealth Advisors Group's IBIT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Bitcoin Trust (IBIT) stake by 35% in Q2 2026, selling an estimated $336K and leaving 15,617 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #279.

Sound View Wealth Advisors Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sound View Wealth Advisors Group held 15,617 shares of iShares Bitcoin Trust worth $520K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 8,269 iShares Bitcoin Trust shares in Q2 2026, an estimated $336K.
  • iShares Bitcoin Trust made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #279 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Sound View Wealth Advisors Group's iShares Bitcoin Trust position peaked at $1.65M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.