BWL
IBIT icon

Bogart Wealth LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Bogart Wealth LLC’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 		$202K Buy
5,258
+1,628
+45% +$70.5K 0.01% 252
2025
Q4 		$180K Buy
3,630
+1,695
+88% +$96.3K 0.01% 263
2025
Q3 		$126K Buy
1,935
+400
+26% +$26K 0.01% 307
2025
Q2 		$94K Buy
1,535
+100
+7% +$5.6K ﹤0.01% 334
2025
Q1 		$67.2K Sell
1,435
-488
-25% -$25.8K ﹤0.01% 362
2024
Q4 		$102K Sell
1,923
-390
-17% -$18.4K ﹤0.01% 314
2024
Q3 		$83.6K Buy
2,313
+1,000
+76% +$34.7K ﹤0.01% 327
2024
Q2 		$44.8K Sell
1,313
-41
-3% -$1.53K ﹤0.01% 426
2024
Q1 		$54.8K Buy
+1,354
New +$42.2K ﹤0.01% 365

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

Bogart Wealth LLC's IBIT Position: Q1 2026 in Review

Bogart Wealth LLC increased its iShares Bitcoin Trust (IBIT) stake by 45% in Q1 2026, buying an estimated $70.5K and bringing the position to 5,258 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #252.

Bogart Wealth LLC first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Bogart Wealth LLC held 5,258 shares of iShares Bitcoin Trust worth $202K as of Q1 2026.
  • Bogart Wealth LLC bought 1,628 iShares Bitcoin Trust shares in Q1 2026, an estimated $70.5K.
  • iShares Bitcoin Trust made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #252 holding.
  • Bogart Wealth LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.