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Aptus Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Aptus Capital Advisors’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 		$34.6K Hold
900
– – ﹤0.01% 1323
2025
Q4 		$44.7K Buy
900
+400
+80% +$22.7K ﹤0.01% 1305
2025
Q3 		$32.5K Buy
+500
New +$32.5K ﹤0.01% 1288

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

Aptus Capital Advisors's IBIT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 7.6% in Q1 2026, selling an estimated $237K and leaving 66,484 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #435.

Aptus Capital Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.57M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Aptus Capital Advisors held 66,484 shares of iShares Bitcoin Trust worth $2.55M as of Q1 2026.
  • Aptus Capital Advisors sold 5,465 iShares Bitcoin Trust shares in Q1 2026, an estimated $237K.
  • iShares Bitcoin Trust made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #435 holding.
  • Aptus Capital Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Aptus Capital Advisors's iShares Bitcoin Trust position peaked at $3.57M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.