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Ishares Bitcoin Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.9M 31k 61.21
2025-03-31 $1.4M 30k 46.81
2024-12-31 $362k 6.8k 53.05

More positions owned by Mount Yale Investment Advisors

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Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Ishares Bitcoin Tr

Jane Street
Susquehanna International
Brevan Howard Capital Management
Goldman Sachs Group
Citadel Advisors
Millennium Management
Castle Hook Partners
Avenir Tech
Symmetry Investments
Barclays
Weiss Asset Management LP[1
BlackRock
Belvedere Trading
Capula Management
Laurore

View all funds holding Ishares Bitcoin Tr