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Advance Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Advance Capital Management’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 		$538K Buy
13,998
+2,265
+19% +$98.1K 0.02% 105
2025
Q4 		$583K Buy
11,733
+2,305
+24% +$131K 0.02% 98
2025
Q3 		$613K Buy
9,428
+3,435
+57% +$223K 0.03% 96
2025
Q2 		$367K Buy
5,993
+621
+12% +$34.8K 0.02% 118
2025
Q1 		$251K Buy
+5,372
New +$284K 0.01% 133

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

Advance Capital Management's IBIT Position: Q1 2026 in Review

Advance Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 19% in Q1 2026, buying an estimated $98.1K and bringing the position to 13,998 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #105.

Advance Capital Management first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $613K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Advance Capital Management held 13,998 shares of iShares Bitcoin Trust worth $538K as of Q1 2026.
  • Advance Capital Management bought 2,265 iShares Bitcoin Trust shares in Q1 2026, an estimated $98.1K.
  • iShares Bitcoin Trust made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #105 holding.
  • Advance Capital Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Advance Capital Management's iShares Bitcoin Trust position peaked at $613K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.