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Ascent Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Ascent Wealth Partners’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 		$785K Buy
20,425
+4,304
+27% +$186K 0.09% 124
2025
Q4 		$800K Buy
16,121
+2,770
+21% +$157K 0.09% 121
2025
Q3 		$868K Buy
13,351
+420
+3% +$27.3K 0.1% 120
2025
Q2 		$792K Buy
12,931
+2,641
+26% +$148K 0.1% 121
2025
Q1 		$482K Buy
10,290
+3,448
+50% +$183K 0.06% 135
2024
Q4 		$363K Buy
+6,842
New +$323K 0.05% 134

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

Ascent Wealth Partners's IBIT Position: Q1 2026 in Review

Ascent Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 27% in Q1 2026, buying an estimated $186K and bringing the position to 20,425 shares worth $785K. The position accounts for 0.09% of the portfolio, ranked #124.

Ascent Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $868K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Ascent Wealth Partners held 20,425 shares of iShares Bitcoin Trust worth $785K as of Q1 2026.
  • Ascent Wealth Partners bought 4,304 iShares Bitcoin Trust shares in Q1 2026, an estimated $186K.
  • iShares Bitcoin Trust made up 0.09% of Ascent Wealth Partners's portfolio in Q1 2026, its #124 holding.
  • Ascent Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Ascent Wealth Partners's iShares Bitcoin Trust position peaked at $868K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.