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Triad Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Triad Wealth Partners’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 		$637K Sell
17,603
-6,056
-26% -$246K 0.04% 275
2026
Q1 		$909K Buy
23,659
+1,213
+5% +$52.5K 0.07% 184
2025
Q4 		$1.11M Buy
22,446
+7,465
+50% +$424K 0.11% 142
2025
Q3 		$974K Buy
+14,981
New +$974K 0.13% 119

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

Triad Wealth Partners's IBIT Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 26% in Q2 2026, selling an estimated $246K and leaving 17,603 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #275.

Triad Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Triad Wealth Partners held 17,603 shares of iShares Bitcoin Trust worth $637K as of Q2 2026.
  • Triad Wealth Partners sold 6,056 iShares Bitcoin Trust shares in Q2 2026, an estimated $246K.
  • iShares Bitcoin Trust made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • Triad Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's iShares Bitcoin Trust position peaked at $1.11M in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.