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

Udine 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	$2.58M	Buy	77,614 +6,143	+9%	+$250K	1.06%	33
2026 Q1	$2.75M	Buy	71,471 +6,713	+10%	+$291K	1.34%	20
2025 Q4	$3.21M	Buy	64,758 +3,589	+6%	+$204K	1.52%	18
2025 Q3	$3.98M	Buy	61,169 +3,037	+5%	+$198K	1.91%	14
2025 Q2	$3.56M	Buy	58,132 +502	+0.9%	+$28.1K	1.88%	12
2025 Q1	$2.7M	Buy	57,630 +2,414	+4%	+$128K	1.8%	13
2024 Q4	$2.93M	Buy	55,216 +927	+2%	+$43.8K	1.88%	12
2024 Q3	$1.96M	Buy	54,289 +2,233	+4%	+$77.5K	1.38%	19
2024 Q2	$1.78M	Buy	52,056 +1,776	+4%	+$66.3K	1.24%	22
2024 Q1	$2.03M	Buy	+50,280	New	+$1.57M	1.4%	17

Other funds holding IBIT

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

PPA

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

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Udine Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 8.6% in Q2 2026, buying an estimated $250K and bringing the position to 77,614 shares worth $2.58M. The position accounts for 1.06% of the portfolio, ranked #33.

Udine Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.98M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Udine Wealth Management held 77,614 shares of iShares Bitcoin Trust worth $2.58M as of Q2 2026.
Udine Wealth Management bought 6,143 iShares Bitcoin Trust shares in Q2 2026, an estimated $250K.
iShares Bitcoin Trust made up 1.06% of Udine Wealth Management's portfolio in Q2 2026, its #33 holding.
Udine Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Udine Wealth Management's iShares Bitcoin Trust position peaked at $3.98M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.