Bedell Frazier Investment Counselling’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
2026
Q1
$205K Sell
5,326
-14,788
-74% -$640K 0.04% 126
2025
Q4
$999K Sell
20,114
-1,492
-7% -$84.8K 0.19% 75
2025
Q3
$1.4M Buy
+21,606
New +$1.41M 0.29% 71

Other funds holding IBIT

Bedell Frazier Investment Counselling's IBIT Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its iShares Bitcoin Trust (IBIT) stake by 74% in Q1 2026, selling an estimated $640K and leaving 5,326 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #126.

Bedell Frazier Investment Counselling first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Bedell Frazier Investment Counselling held 5,326 shares of iShares Bitcoin Trust worth $205K as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 14,788 iShares Bitcoin Trust shares in Q1 2026, an estimated $640K.
  • iShares Bitcoin Trust made up 0.04% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #126 holding.
  • Bedell Frazier Investment Counselling first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Bedell Frazier Investment Counselling's iShares Bitcoin Trust position peaked at $1.4M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.