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Wealth Management Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Wealth Management Partners’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 		$394K Buy
11,845
+3,830
+48% +$156K 0.09% 125
2026
Q1 		$308K Buy
8,015
+1,469
+22% +$63.6K 0.09% 121
2025
Q4 		$325K Sell
6,546
-1,677
-20% -$95.3K 0.09% 120
2025
Q3 		$534K Buy
8,223
+3,007
+58% +$196K 0.17% 89
2025
Q2 		$320K Sell
5,216
-653
-11% -$36.6K 0.11% 108
2025
Q1 		$275K Buy
+5,869
New +$311K 0.13% 99

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

Wealth Management Partners's IBIT Position: Q2 2026 in Review

Wealth Management Partners increased its iShares Bitcoin Trust (IBIT) stake by 48% in Q2 2026, buying an estimated $156K and bringing the position to 11,845 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #125.

Wealth Management Partners first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $534K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealth Management Partners held 11,845 shares of iShares Bitcoin Trust worth $394K as of Q2 2026.
  • Wealth Management Partners bought 3,830 iShares Bitcoin Trust shares in Q2 2026, an estimated $156K.
  • iShares Bitcoin Trust made up 0.09% of Wealth Management Partners's portfolio in Q2 2026, its #125 holding.
  • Wealth Management Partners first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Wealth Management Partners's iShares Bitcoin Trust position peaked at $534K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.