Anchor Investment Management’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
$20.4K Buy
530
+5
+1% +$216 ﹤0.01% 734
2025
Q4
$26.1K Buy
525
+75
+17% +$4.26K ﹤0.01% 696
2025
Q3
$29.3K Buy
450
+305
+210% +$19.8K ﹤0.01% 679
2025
Q2
$8.88K Buy
145
+6
+4% +$336 ﹤0.01% 818
2025
Q1
$6.51K Buy
139
+124
+827% +$6.57K ﹤0.01% 854
2024
Q4
$796 Hold
15
﹤0.01% 984
2024
Q3
$542 Buy
+15
New +$521 ﹤0.01% 1016

Other funds holding IBIT

Anchor Investment Management's IBIT Position: Q1 2026 in Review

Anchor Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 0.95% in Q1 2026, buying an estimated $216 and bringing the position to 530 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Anchor Investment Management first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.3K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Anchor Investment Management held 530 shares of iShares Bitcoin Trust worth $20.4K as of Q1 2026.
  • Anchor Investment Management bought 5 iShares Bitcoin Trust shares in Q1 2026, an estimated $216.
  • iShares Bitcoin Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #734 holding.
  • Anchor Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Anchor Investment Management's iShares Bitcoin Trust position peaked at $29.3K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.