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Walkner Condon Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Walkner Condon Financial Advisors’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 		– Sell
-13,208
Closed -$507K – 354
2026
Q1 		$507K Buy
13,208
+500
+4% +$21.6K 0.07% 172
2025
Q4 		$631K Sell
12,708
-68
-0.5% -$3.86K 0.09% 152
2025
Q3 		$830K Sell
12,776
-868
-6% -$56.5K 0.13% 119
2025
Q2 		$835K Buy
13,644
+1,821
+15% +$102K 0.15% 109
2025
Q1 		$553K Sell
11,823
-75
-0.6% -$3.97K 0.11% 141
2024
Q4 		$631K Sell
11,898
-400
-3% -$18.9K 0.13% 136
2024
Q3 		$444K Buy
+12,298
New +$427K 0.09% 169

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

Walkner Condon Financial Advisors's IBIT Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 13,208 shares — an estimated $507K sold.

Walkner Condon Financial Advisors first reported a position in IBIT in Q3 2024 and held it in 7 quarters. The position peaked at $835K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 13,208 iShares Bitcoin Trust shares in Q2 2026, an estimated $507K.
  • Walkner Condon Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 7 quarters.
  • Walkner Condon Financial Advisors's iShares Bitcoin Trust position peaked at $835K in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.