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BlueStem Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

BlueStem Wealth Partners’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 		– Sell
-6,071
Closed -$301K – 133
2025
Q4 		$301K Buy
6,071
+1,509
+33% +$85.7K 0.03% 100
2025
Q3 		$297K Buy
+4,562
New +$297K 0.03% 87

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

BlueStem Wealth Partners's IBIT Position: Q1 2026 in Review

BlueStem Wealth Partners sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 6,071 shares — an estimated $301K sold.

BlueStem Wealth Partners first reported a position in IBIT in Q3 2025 and held it in 2 quarters. The position peaked at $301K in Q4 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • BlueStem Wealth Partners reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 6,071 iShares Bitcoin Trust shares in Q1 2026, an estimated $301K.
  • BlueStem Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • BlueStem Wealth Partners's iShares Bitcoin Trust position peaked at $301K in Q4 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.