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WFA of San Diego’s iShares Bitcoin Trust IBIT Stock Holding History

WFA of San Diego’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
-670
Closed -$25.7K – 215
2026
Q1 		$25.7K Hold
670
– – 0.02% 235
2025
Q4 		$33.3K Sell
670
-30
-4% -$1.7K 0.02% 226
2025
Q3 		$45.5K Buy
700
+150
+27% +$9.76K 0.03% 211
2025
Q2 		$33.7K Buy
+550
New +$30.8K 0.02% 235
2024
Q3 		$2.53K Buy
+70
New +$2.43K ﹤0.01% 353

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

WFA of San Diego's IBIT Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 670 shares — an estimated $25.7K sold.

WFA of San Diego first reported a position in IBIT in Q3 2024 and held it in 5 quarters. The position peaked at $45.5K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WFA of San Diego reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 670 iShares Bitcoin Trust shares in Q2 2026, an estimated $25.7K.
  • WFA of San Diego first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 5 quarters.
  • WFA of San Diego's iShares Bitcoin Trust position peaked at $45.5K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.