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Traphagen Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Traphagen Investment Advisors’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 		$3.01M Buy
90,532
+3,948
+5% +$161K 0.22% 43
2026
Q1 		$3.33M Buy
86,584
+27,976
+48% +$1.21M 0.27% 40
2025
Q4 		$2.91M Buy
58,608
+5,368
+10% +$305K 0.24% 39
2025
Q3 		$3.46M Buy
53,240
+3,017
+6% +$196K 0.3% 33
2025
Q2 		$3.07M Buy
50,223
+2,949
+6% +$165K 0.29% 34
2025
Q1 		$2.21M Buy
47,274
+4,475
+10% +$237K 0.23% 39
2024
Q4 		$2.27M Buy
42,799
+6,192
+17% +$292K 0.23% 39
2024
Q3 		$1.32M Buy
36,607
+89
+0.2% +$3.09K 0.13% 56
2024
Q2 		$1.25M Buy
36,518
+1,172
+3% +$43.8K 0.14% 58
2024
Q1 		$1.43M Buy
+35,346
New +$1.1M 0.15% 55

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

Traphagen Investment Advisors's IBIT Position: Q2 2026 in Review

Traphagen Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 4.6% in Q2 2026, buying an estimated $161K and bringing the position to 90,532 shares worth $3.01M. The position accounts for 0.22% of the portfolio, ranked #43.

Traphagen Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.46M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Traphagen Investment Advisors held 90,532 shares of iShares Bitcoin Trust worth $3.01M as of Q2 2026.
  • Traphagen Investment Advisors bought 3,948 iShares Bitcoin Trust shares in Q2 2026, an estimated $161K.
  • iShares Bitcoin Trust made up 0.22% of Traphagen Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Traphagen Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Traphagen Investment Advisors's iShares Bitcoin Trust position peaked at $3.46M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.