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Capital Analysts LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Analysts 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 		$69K Buy
1,804
+371
+26% +$16.1K ﹤0.01% 879
2025
Q4 		$71K Sell
1,433
-1,245
-46% -$70.7K ﹤0.01% 845
2025
Q3 		$174K Buy
2,678
+149
+6% +$9.69K 0.01% 615
2025
Q2 		$155K Sell
2,529
-200
-7% -$11.2K 0.01% 577
2025
Q1 		$128K Buy
2,729
+200
+8% +$10.6K ﹤0.01% 593
2024
Q4 		$134K Buy
2,529
+904
+56% +$42.7K 0.01% 553
2024
Q3 		$59K Hold
1,625
– – ﹤0.01% 685
2024
Q2 		$56K Buy
1,625
+125
+8% +$4.67K ﹤0.01% 683
2024
Q1 		$60K Buy
+1,500
New +$46.8K ﹤0.01% 628

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

Capital Analysts LLC's IBIT Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,804 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Capital Analysts LLC first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $174K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Capital Analysts LLC held 1,804 shares of iShares Bitcoin Trust worth $69K as of Q1 2026.
  • Capital Analysts LLC bought 371 iShares Bitcoin Trust shares in Q1 2026, an estimated $16.1K.
  • iShares Bitcoin Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #879 holding.
  • Capital Analysts LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Capital Analysts LLC's iShares Bitcoin Trust position peaked at $174K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.