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Total Wealth Planning & Management’s iShares Bitcoin Trust IBIT Stock Holding History

Total Wealth Planning & 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 		$334K Buy
+10,042
New +$408K 0.23% 152
2026
Q1 		– Sell
-4,048
Closed -$201K – 226
2025
Q4 		$201K Buy
+4,048
New +$230K 0.15% 197
2025
Q2 		$512K Buy
+8,368
New +$469K 0.41% 75

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

Total Wealth Planning & Management's IBIT Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 10,042 shares worth $334K. The stake represents 0.23% of the portfolio and ranks #152 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in IBIT as recently as Q4 2025.

Total Wealth Planning & Management first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $512K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Total Wealth Planning & Management held 10,042 shares of iShares Bitcoin Trust worth $334K as of Q2 2026.
  • iShares Bitcoin Trust was a new Total Wealth Planning & Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.23% of Total Wealth Planning & Management's portfolio in Q2 2026, its #152 holding.
  • Total Wealth Planning & Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's iShares Bitcoin Trust position peaked at $512K in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.