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BIP Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

BIP Wealth’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 		$1.18M Buy
30,599
+3,392
+12% +$147K 0.05% 181
2025
Q4 		$1.35M Buy
27,207
+18,716
+220% +$1.06M 0.05% 178
2025
Q3 		$552K Buy
8,491
+1,303
+18% +$84.8K 0.03% 178
2025
Q2 		$440K Buy
7,188
+41
+0.6% +$2.3K 0.03% 165
2025
Q1 		$335K Buy
+7,147
New +$378K 0.02% 193

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

BIP Wealth's IBIT Position: Q1 2026 in Review

BIP Wealth increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q1 2026, buying an estimated $147K and bringing the position to 30,599 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #181.

BIP Wealth first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • BIP Wealth held 30,599 shares of iShares Bitcoin Trust worth $1.18M as of Q1 2026.
  • BIP Wealth bought 3,392 iShares Bitcoin Trust shares in Q1 2026, an estimated $147K.
  • iShares Bitcoin Trust made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #181 holding.
  • BIP Wealth first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • BIP Wealth's iShares Bitcoin Trust position peaked at $1.35M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.