Verde Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Verde Capital 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	$2.29M	Sell	68,668 -193,791	-74%	-$7.88M	0.42%	41
2026 Q1	$10.1M	Buy	262,459 +64,356	+32%	+$2.79M	2.16%	9
2025 Q4	$9.84M	Buy	198,103 +34,291	+21%	+$1.95M	2.1%	10
2025 Q3	$10.6M	Buy	163,812 +300	+0.2%	+$19.5K	2.36%	7
2025 Q2	$10M	Buy	163,512 +154	+0.1%	+$8.63K	2.47%	7
2025 Q1	$7.65M	Sell	163,358 -4,646	-3%	-$246K	2.18%	11
2024 Q4	$8.91M	Sell	168,004 -21,634	-11%	-$1.02M	2.51%	7
2024 Q3	$6.85M	Buy	189,638 +13,366	+8%	+$464K	2.06%	11
2024 Q2	$6.02M	Buy	+176,272	New	+$6.58M	1.91%	12

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

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

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Verde Capital Management's IBIT Position: Q2 2026 in Review

Verde Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 74% in Q2 2026, selling an estimated $7.88M and leaving 68,668 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #41.

Verde Capital Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Verde Capital Management held 68,668 shares of iShares Bitcoin Trust worth $2.29M as of Q2 2026.
Verde Capital Management sold 193,791 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.88M.
iShares Bitcoin Trust made up 0.42% of Verde Capital Management's portfolio in Q2 2026, its #41 holding.
Verde Capital Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Verde Capital Management's iShares Bitcoin Trust position peaked at $10.6M in Q3 2025.
1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.