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Capital Investment Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Investment Advisory Services’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 		$579K Sell
15,081
-1,460
-9% -$63.2K 0.04% 369
2025
Q4 		$821K Buy
16,541
+2,620
+19% +$149K 0.06% 286
2025
Q3 		$905K Buy
13,921
+7,319
+111% +$476K 0.07% 264
2025
Q2 		$404K Sell
6,602
-138
-2% -$7.73K 0.03% 384
2025
Q1 		$315K Buy
6,740
+2,893
+75% +$153K 0.03% 422
2024
Q4 		$204K Buy
+3,847
New +$182K 0.02% 485

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 Investment Advisory Services's IBIT Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its iShares Bitcoin Trust (IBIT) stake by 8.8% in Q1 2026, selling an estimated $63.2K and leaving 15,081 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #369.

Capital Investment Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $905K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Capital Investment Advisory Services held 15,081 shares of iShares Bitcoin Trust worth $579K as of Q1 2026.
  • Capital Investment Advisory Services sold 1,460 iShares Bitcoin Trust shares in Q1 2026, an estimated $63.2K.
  • iShares Bitcoin Trust made up 0.04% of Capital Investment Advisory Services's portfolio in Q1 2026, its #369 holding.
  • Capital Investment Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Capital Investment Advisory Services's iShares Bitcoin Trust position peaked at $905K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.