Tortoise Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tortoise Investment Management’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	$208K	Buy	6,237 +15	+0.2%	+$610	0.02%	243
2026 Q1	$239K	Buy	6,222 +677	+12%	+$29.3K	0.02%	220
2025 Q4	$275K	Buy	5,545 +790	+17%	+$44.9K	0.02%	202
2025 Q3	$309K	Hold	4,755	–	–	0.03%	188
2025 Q2	$291K	Hold	4,755	–	–	0.03%	183
2025 Q1	$223K	Buy	4,755 +3,425	+258%	+$181K	0.02%	204
2024 Q4	$70.6K	Buy	1,330 +630	+90%	+$29.7K	0.01%	359
2024 Q3	$25.3K	Hold	700	–	–	﹤0.01%	525
2024 Q2	$23.9K	Buy	+700	New	+$26.1K	﹤0.01%	506

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Tortoise Investment Management's IBIT Position: Q2 2026 in Review

Tortoise Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 0.24% in Q2 2026, buying an estimated $610 and bringing the position to 6,237 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #243.

Tortoise Investment Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $309K in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Tortoise Investment Management held 6,237 shares of iShares Bitcoin Trust worth $208K as of Q2 2026.
Tortoise Investment Management bought 15 iShares Bitcoin Trust shares in Q2 2026, an estimated $610.
iShares Bitcoin Trust made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #243 holding.
Tortoise Investment Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Tortoise Investment Management's iShares Bitcoin Trust position peaked at $309K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.