BCWM
IBIT icon

Bartlett & Co Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bartlett & Co Wealth Management’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 		$104K Buy
2,295
+1,200
+110% +$52K ﹤0.01% 563
2025
Q4 		$54.4K Sell
1,095
-370
-25% -$21K ﹤0.01% 651
2025
Q3 		$95.2K Buy
1,465
+370
+34% +$24.1K ﹤0.01% 565
2025
Q2 		$67K Hold
1,095
– – ﹤0.01% 615
2025
Q1 		$51.3K Buy
1,095
+170
+18% +$9K ﹤0.01% 643
2024
Q4 		$49.1K Buy
+925
New +$43.7K ﹤0.01% 656
2024
Q2 		– Sell
-75
Closed -$3.04K – 1152
2024
Q1 		$3.04K Buy
+75
New +$2.34K ﹤0.01% 1011

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

Bartlett & Co Wealth Management's IBIT Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 110% in Q1 2026, buying an estimated $52K and bringing the position to 2,295 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Bartlett & Co Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,295 shares of iShares Bitcoin Trust worth $104K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 1,200 iShares Bitcoin Trust shares in Q1 2026, an estimated $52K.
  • iShares Bitcoin Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #563 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.