United Asset Strategies’s iShares Bitcoin Trust IBIT Stock Holding History

United Asset Strategies’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	$226K	Buy	6,800 +66	+1%	+$2.69K	0.02%	251
2026 Q1	$259K	Buy	6,734 +819	+14%	+$35.5K	0.02%	238
2025 Q4	$294K	Buy	5,915 +1,341	+29%	+$76.2K	0.02%	229
2025 Q3	$297K	Buy	4,574 +257	+6%	+$16.7K	0.02%	226
2025 Q2	$264K	Sell	4,317 -8,758	-67%	-$491K	0.02%	225
2025 Q1	$612K	Buy	13,075 +4,520	+53%	+$239K	0.06%	181
2024 Q4	$454K	Buy	+8,555	New	+$404K	0.04%	183

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

United Asset Strategies's IBIT Position: Q2 2026 in Review

United Asset Strategies increased its iShares Bitcoin Trust (IBIT) stake by 0.98% in Q2 2026, buying an estimated $2.69K and bringing the position to 6,800 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #251.

United Asset Strategies first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q1 2025. 1,147 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

United Asset Strategies held 6,800 shares of iShares Bitcoin Trust worth $226K as of Q2 2026.
United Asset Strategies bought 66 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.69K.
iShares Bitcoin Trust made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #251 holding.
United Asset Strategies first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
United Asset Strategies's iShares Bitcoin Trust position peaked at $612K in Q1 2025.
1,147 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.