Cadia Private Client’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
2026
Q1
Sell
-4,642
Closed -$230K 78
2025
Q4
$230K Buy
+4,642
New +$264K 0.18% 63

Other funds holding IBIT

Cadia Private Client's IBIT Position: Q1 2026 in Review

Cadia Private Client sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,642 shares — an estimated $230K sold.

Cadia Private Client first reported a position in IBIT in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Cadia Private Client reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Cadia Private Client sold 4,642 iShares Bitcoin Trust shares in Q1 2026, an estimated $230K.
  • Cadia Private Client first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Cadia Private Client's iShares Bitcoin Trust position peaked at $230K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Cadia Private Client's 13F filing for Q1 2026, filed 20 May 2026.