Bleakley Financial Group’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
2025
Q1
Sell
-20,000
Closed -$16.5K 722
2024
Q4
$16.5K Buy
+20,000
New +$944K ﹤0.01% 1044

Other funds holding IBIT

Bleakley Financial Group's IBIT Position: Q1 2026 in Review

Bleakley Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q1 2026, selling an estimated $3.33M and leaving 345,318 shares worth $13.3M. The position accounts for 0.21% of the portfolio, ranked #88.

Bleakley Financial Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.1M in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Bleakley Financial Group held 345,318 shares of iShares Bitcoin Trust worth $13.3M as of Q1 2026.
  • Bleakley Financial Group sold 76,846 iShares Bitcoin Trust shares in Q1 2026, an estimated $3.33M.
  • iShares Bitcoin Trust made up 0.21% of Bleakley Financial Group's portfolio in Q1 2026, its #88 holding.
  • Bleakley Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Bleakley Financial Group's iShares Bitcoin Trust position peaked at $24.1M in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.