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Capasso Planning Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Capasso Planning 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
2025
Q3 		– Sell
-15,981
Closed -$978K – 75
2025
Q2 		$978K Sell
15,981
-1,742
-10% -$97.6K 0.55% 32
2025
Q1 		$830K Sell
17,723
-7,278
-29% -$385K 0.35% 48
2024
Q4 		$1.33M Buy
+25,001
New +$1.18M 0.53% 40

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Capasso Planning Partners's IBIT Position: Q3 2025 in Review

Capasso Planning Partners sold out of iShares Bitcoin Trust (IBIT) in Q3 2025, closing a stake of 15,981 shares — an estimated $978K sold.

Capasso Planning Partners first reported a position in IBIT in Q4 2024 and held it in 3 quarters. The position peaked at $1.33M in Q4 2024. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Capasso Planning Partners reported no remaining iShares Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 15,981 iShares Bitcoin Trust shares in Q3 2025, an estimated $978K.
  • Capasso Planning Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Capasso Planning Partners's iShares Bitcoin Trust position peaked at $1.33M in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.