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Steward Partners Investment Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Steward Partners Investment 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 		$3.28M Sell
98,440
-48,778
-33% -$1.98M 0.02% 716
2026
Q1 		$5.66M Buy
147,218
+57,947
+65% +$2.51M 0.03% 473
2025
Q4 		$4.43M Sell
89,271
-9,540
-10% -$542K 0.02% 502
2025
Q3 		$6.42M Buy
98,811
+68,869
+230% +$4.48M 0.04% 408
2025
Q2 		$1.83M Buy
29,942
+28,764
+2,442% +$1.61M 0.01% 744
2025
Q1 		$55.1K Buy
+1,178
New +$62.4K ﹤0.01% 2336

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

Steward Partners Investment Advisory's IBIT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 33% in Q2 2026, selling an estimated $1.98M and leaving 98,440 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #716.

Steward Partners Investment Advisory first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.42M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Steward Partners Investment Advisory held 98,440 shares of iShares Bitcoin Trust worth $3.28M as of Q2 2026.
  • Steward Partners Investment Advisory sold 48,778 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.98M.
  • iShares Bitcoin Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #716 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's iShares Bitcoin Trust position peaked at $6.42M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.