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Tradition Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tradition Wealth 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 		$344K Sell
10,344
-66
-0.6% -$2.69K 0.02% 381
2026
Q1 		$400K Sell
10,410
-938
-8% -$40.6K 0.03% 331
2025
Q4 		$563K Buy
11,348
+1,217
+12% +$69.1K 0.04% 269
2025
Q3 		$659K Buy
10,131
+138
+1% +$8.98K 0.05% 241
2025
Q2 		$612K Sell
9,993
-1,872
-16% -$105K 0.05% 237
2025
Q1 		$555K Buy
11,865
+5,644
+91% +$299K 0.05% 236
2024
Q4 		$330K Buy
+6,221
New +$294K 0.03% 307

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

Tradition Wealth Management's IBIT Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 0.63% in Q2 2026, selling an estimated $2.69K and leaving 10,344 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #381.

Tradition Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Tradition Wealth Management held 10,344 shares of iShares Bitcoin Trust worth $344K as of Q2 2026.
  • Tradition Wealth Management sold 66 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.69K.
  • iShares Bitcoin Trust made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Tradition Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Tradition Wealth Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.