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Bull Oak Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Bull Oak Capital’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 		$3.07M Buy
79,783
+4,381
+6% +$190K 1.18% 15
2025
Q4 		$3.74M Buy
75,402
+5,798
+8% +$329K 1.53% 12
2025
Q3 		$4.52M Buy
69,604
+1,082
+2% +$70.4K 1.92% 12
2025
Q2 		$4.19M Sell
68,522
-66,128
-49% -$3.71M 1.91% 13
2025
Q1 		$6.3M Buy
134,650
+9,924
+8% +$525K 3.44% 9
2024
Q4 		$6.62M Buy
124,726
+101,030
+426% +$4.77M 3.68% 9
2024
Q3 		$856K Buy
23,696
+3,243
+16% +$113K 0.49% 15
2024
Q2 		$698K Buy
+20,453
New +$764K 0.45% 13

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

Bull Oak Capital's IBIT Position: Q1 2026 in Review

Bull Oak Capital increased its iShares Bitcoin Trust (IBIT) stake by 5.8% in Q1 2026, buying an estimated $190K and bringing the position to 79,783 shares worth $3.07M. The position accounts for 1.18% of the portfolio, ranked #15.

Bull Oak Capital first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.62M in Q4 2024. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Bull Oak Capital held 79,783 shares of iShares Bitcoin Trust worth $3.07M as of Q1 2026.
  • Bull Oak Capital bought 4,381 iShares Bitcoin Trust shares in Q1 2026, an estimated $190K.
  • iShares Bitcoin Trust made up 1.18% of Bull Oak Capital's portfolio in Q1 2026, its #15 holding.
  • Bull Oak Capital first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Bull Oak Capital's iShares Bitcoin Trust position peaked at $6.62M in Q4 2024.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.