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Vision Retirement’s iShares Bitcoin Trust IBIT Stock Holding History

Vision Retirement’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 		$37.8K Hold
1,134
– – 0.01% 269
2026
Q1 		$43.6K Buy
1,134
+134
+13% +$5.8K 0.01% 232
2025
Q4 		$49.6K Buy
+1,000
New +$56.8K 0.01% 231

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
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
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Vision Retirement's IBIT Position: Q2 2026 in Review

Vision Retirement held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,134 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #269.

Vision Retirement first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.6K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Vision Retirement held 1,134 shares of iShares Bitcoin Trust worth $37.8K as of Q2 2026.
  • Vision Retirement left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #269 holding.
  • Vision Retirement first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Bitcoin Trust position peaked at $49.6K in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.