Abound Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.3M Buy
33,917
+11,697
+53% +$506K 0.57% 24
2025
Q4
$1.1M Buy
22,220
+10,915
+97% +$620K 0.43% 25
2025
Q3
$735K Buy
11,305
+587
+5% +$38.2K 0.29% 35
2025
Q2
$656K Buy
10,718
+336
+3% +$18.8K 0.29% 34
2025
Q1
$486K Buy
10,382
+4,311
+71% +$228K 0.25% 39
2024
Q4
$322K Buy
+6,071
New +$287K 0.16% 54

Other funds holding IBIT

Abound Financial's IBIT Position: Q1 2026 in Review

Abound Financial increased its iShares Bitcoin Trust (IBIT) stake by 53% in Q1 2026, buying an estimated $506K and bringing the position to 33,917 shares worth $1.3M. The position accounts for 0.57% of the portfolio, ranked #24.

Abound Financial first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Abound Financial held 33,917 shares of iShares Bitcoin Trust worth $1.3M as of Q1 2026.
  • Abound Financial bought 11,697 iShares Bitcoin Trust shares in Q1 2026, an estimated $506K.
  • iShares Bitcoin Trust made up 0.57% of Abound Financial's portfolio in Q1 2026, its #24 holding.
  • Abound Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.