Advisory Services Network’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
$6.5M Buy
169,117
+23,208
+16% +$1M 0.09% 245
2025
Q4
$7.24M Sell
145,909
-36,628
-20% -$2.08M 0.1% 208
2025
Q3
$11.9M Sell
182,537
-116,398
-39% -$7.57M 0.17% 121
2025
Q2
$19.8M Buy
298,935
+100,052
+50% +$5.61M 0.32% 53
2025
Q1
$9.31M Buy
198,883
+177,360
+824% +$9.39M 0.18% 121
2024
Q4
$1.14M Sell
21,523
-14,275
-40% -$674K 0.02% 680
2024
Q3
$1.22M Hold
35,798
0.03% 642
2024
Q2
$1.22M Buy
35,798
+10,189
+40% +$381K 0.03% 642
2024
Q1
$1.04M Buy
+25,609
New +$799K 0.02% 672

Other funds holding IBIT

Advisory Services Network's IBIT Position: Q1 2026 in Review

Advisory Services Network increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q1 2026, buying an estimated $1M and bringing the position to 169,117 shares worth $6.5M. The position accounts for 0.09% of the portfolio, ranked #245.

Advisory Services Network first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.8M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Advisory Services Network held 169,117 shares of iShares Bitcoin Trust worth $6.5M as of Q1 2026.
  • Advisory Services Network bought 23,208 iShares Bitcoin Trust shares in Q1 2026, an estimated $1M.
  • iShares Bitcoin Trust made up 0.09% of Advisory Services Network's portfolio in Q1 2026, its #245 holding.
  • Advisory Services Network first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Advisory Services Network's iShares Bitcoin Trust position peaked at $19.8M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.