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Union Savings Bank’s iShares Bitcoin Trust IBIT Stock Holding History

Union Savings Bank’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 		$7.99K Buy
+240
New +$9.76K ﹤0.01% 270
2026
Q1 		– Sell
-903
Closed -$44.8K – 325
2025
Q4 		$44.8K Buy
+903
New +$51.3K 0.02% 214
2025
Q2 		$59.9K Hold
903
– – 0.03% 206
2025
Q1 		$42.3K Buy
903
+430
+91% +$22.8K 0.02% 225
2024
Q4 		$25.1K Buy
+473
New +$22.3K 0.01% 240

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

Union Savings Bank's IBIT Position: Q2 2026 in Review

Union Savings Bank opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 240 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Union Savings Bank previously reported a position in IBIT as recently as Q4 2025.

Union Savings Bank first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $59.9K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Union Savings Bank held 240 shares of iShares Bitcoin Trust worth $7.99K as of Q2 2026.
  • iShares Bitcoin Trust was a new Union Savings Bank position in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #270 holding.
  • Union Savings Bank first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Union Savings Bank's iShares Bitcoin Trust position peaked at $59.9K in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.