Angeles Wealth 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
2025
Q4
– Sell
-5,795
Closed -$377K – 478
2025
Q3
$377K Buy
+5,795
New +$377K 0.02% 224

Other funds holding IBIT

Angeles Wealth Management's IBIT Position: Q4 2025 in Review

Angeles Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 5,795 shares — an estimated $377K sold.

Angeles Wealth Management first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $377K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Angeles Wealth Management reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 5,795 iShares Bitcoin Trust shares in Q4 2025, an estimated $377K.
  • Angeles Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Angeles Wealth Management's iShares Bitcoin Trust position peaked at $377K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.