Vestmark Advisory Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Buy
44,185
+4,623
+12% +$188K 0.01% 838
2026
Q1
$1.52M Buy
39,562
+32,506
+461% +$1.41M 0.02% 738
2025
Q4
$350K Buy
+7,056
New +$401K ﹤0.01% 1069

Other funds holding IBIT

Vestmark Advisory Solutions's IBIT Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $188K and bringing the position to 44,185 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #838.

Vestmark Advisory Solutions first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Vestmark Advisory Solutions held 44,185 shares of iShares Bitcoin Trust worth $1.47M as of Q2 2026.
  • Vestmark Advisory Solutions bought 4,623 iShares Bitcoin Trust shares in Q2 2026, an estimated $188K.
  • iShares Bitcoin Trust made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #838 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's iShares Bitcoin Trust position peaked at $1.52M in Q1 2026.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.