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Cascade Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Cascade Financial 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
2026
Q1 		$258K Buy
6,704
+640
+11% +$27.7K 0.03% 224
2025
Q4 		$301K Sell
6,064
-1,903
-24% -$108K 0.03% 205
2025
Q3 		$518K Buy
7,967
+200
+3% +$13K 0.06% 164
2025
Q2 		$475K Buy
7,767
+1,995
+35% +$112K 0.06% 165
2025
Q1 		$270K Buy
5,772
+839
+17% +$44.4K 0.03% 203
2024
Q4 		$262K Buy
+4,933
New +$233K 0.03% 205

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

Cascade Financial Partners's IBIT Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q1 2026, buying an estimated $27.7K and bringing the position to 6,704 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #224.

Cascade Financial Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $518K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Cascade Financial Partners held 6,704 shares of iShares Bitcoin Trust worth $258K as of Q1 2026.
  • Cascade Financial Partners bought 640 iShares Bitcoin Trust shares in Q1 2026, an estimated $27.7K.
  • iShares Bitcoin Trust made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #224 holding.
  • Cascade Financial Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Cascade Financial Partners's iShares Bitcoin Trust position peaked at $518K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.