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WealthShield Partners’s iShares Bitcoin Trust IBIT Stock Holding History

WealthShield 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 		$619K Sell
18,609
-9,491
-34% -$386K 0.09% 149
2026
Q1 		$1.08M Sell
28,100
-5,190
-16% -$225K 0.12% 174
2025
Q4 		$1.65M Sell
33,290
-3,329
-9% -$189K 0.18% 131
2025
Q3 		$2.38M Buy
36,619
+3,410
+10% +$222K 0.27% 100
2025
Q2 		$2.03M Buy
33,209
+834
+3% +$46.7K 0.25% 115
2025
Q1 		$1.52M Buy
32,375
+6,570
+25% +$348K 0.19% 126
2024
Q4 		$1.37M Buy
25,805
+11,879
+85% +$561K 0.19% 122
2024
Q3 		$503K Buy
13,926
+1,193
+9% +$41.4K 0.07% 213
2024
Q2 		$435K Buy
12,733
+2,063
+19% +$77.1K 0.07% 209
2024
Q1 		$432K Buy
+10,670
New +$333K 0.07% 204

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

WealthShield Partners's IBIT Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Bitcoin Trust (IBIT) stake by 34% in Q2 2026, selling an estimated $386K and leaving 18,609 shares worth $619K. The position accounts for 0.09% of the portfolio, ranked #149.

WealthShield Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WealthShield Partners held 18,609 shares of iShares Bitcoin Trust worth $619K as of Q2 2026.
  • WealthShield Partners sold 9,491 iShares Bitcoin Trust shares in Q2 2026, an estimated $386K.
  • iShares Bitcoin Trust made up 0.09% of WealthShield Partners's portfolio in Q2 2026, its #149 holding.
  • WealthShield Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • WealthShield Partners's iShares Bitcoin Trust position peaked at $2.38M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.