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Abundance Wealth Counselors’s iShares Bitcoin Trust IBIT Stock Holding History

Abundance Wealth Counselors’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
Q1 		$220K Buy
+5,727
New +$248K 0.03% 225
2025
Q4 		– Sell
-3,932
Closed -$256K – 170
2025
Q3 		$256K Buy
3,932
+7
+0.2% +$455 0.04% 146
2025
Q2 		$240K Buy
+3,925
New +$220K 0.04% 148

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Abundance Wealth Counselors's IBIT Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 5,727 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in IBIT as recently as Q3 2025.

Abundance Wealth Counselors first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $256K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Abundance Wealth Counselors held 5,727 shares of iShares Bitcoin Trust worth $220K as of Q1 2026.
  • iShares Bitcoin Trust was a new Abundance Wealth Counselors position in Q1 2026.
  • iShares Bitcoin Trust made up 0.03% of Abundance Wealth Counselors's portfolio in Q1 2026, its #225 holding.
  • Abundance Wealth Counselors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Abundance Wealth Counselors's iShares Bitcoin Trust position peaked at $256K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.