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Advisornet Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Advisornet Financial’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 		$347K Buy
9,025
+2,387
+36% +$103K 0.02% 474
2025
Q4 		$330K Sell
6,638
-8,937
-57% -$508K 0.02% 481
2025
Q3 		$1.01M Buy
15,575
+4,490
+41% +$292K 0.06% 250
2025
Q2 		$679K Buy
11,085
+4,516
+69% +$253K 0.04% 315
2025
Q1 		$307K Buy
6,569
+3,918
+148% +$207K 0.02% 443
2024
Q4 		$141K Buy
2,651
+911
+52% +$43K 0.01% 587
2024
Q3 		$62.9K Hold
1,740
– – ﹤0.01% 834
2024
Q2 		$59.4K Buy
+1,740
New +$65K 0.01% 766

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

Advisornet Financial's IBIT Position: Q1 2026 in Review

Advisornet Financial increased its iShares Bitcoin Trust (IBIT) stake by 36% in Q1 2026, buying an estimated $103K and bringing the position to 9,025 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #474.

Advisornet Financial first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Advisornet Financial held 9,025 shares of iShares Bitcoin Trust worth $347K as of Q1 2026.
  • Advisornet Financial bought 2,387 iShares Bitcoin Trust shares in Q1 2026, an estimated $103K.
  • iShares Bitcoin Trust made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #474 holding.
  • Advisornet Financial first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Advisornet Financial's iShares Bitcoin Trust position peaked at $1.01M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.