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AssuredPartners Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

AssuredPartners Investment 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 		$268K Buy
6,776
+373
+6% +$16.1K 0.03% 338
2025
Q4 		$318K Buy
6,403
+1,511
+31% +$85.8K 0.05% 267
2025
Q3 		$318K Sell
4,892
-4,950
-50% -$322K 0.07% 197
2025
Q2 		$602K Buy
9,842
+4,474
+83% +$251K 0.15% 110
2025
Q1 		$251K Sell
5,368
-12,426
-70% -$658K 0.05% 284
2024
Q4 		$944K Buy
+17,794
New +$840K 0.18% 124

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

AssuredPartners Investment Advisors's IBIT Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 5.8% in Q1 2026, buying an estimated $16.1K and bringing the position to 6,776 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #338.

AssuredPartners Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $944K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • AssuredPartners Investment Advisors held 6,776 shares of iShares Bitcoin Trust worth $268K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 373 iShares Bitcoin Trust shares in Q1 2026, an estimated $16.1K.
  • iShares Bitcoin Trust made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's iShares Bitcoin Trust position peaked at $944K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.