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

CBIZ 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 		$1.92K Buy
50
+20
+67% +$866 ﹤0.01% 344
2025
Q4 		$1.49K Buy
+30
New +$1.7K ﹤0.01% 679
2024
Q3 		– Sell
-10
Closed -$341 – 416
2024
Q2 		$341 Hold
10
– – ﹤0.01% 388
2024
Q1 		$405 Buy
+10
New +$312 ﹤0.01% 345

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

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

CBIZ Investment Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 67% in Q1 2026, buying an estimated $866 and bringing the position to 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

CBIZ Investment Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • CBIZ Investment Advisory Services held 50 shares of iShares Bitcoin Trust worth $1.92K as of Q1 2026.
  • CBIZ Investment Advisory Services bought 20 iShares Bitcoin Trust shares in Q1 2026, an estimated $866.
  • iShares Bitcoin Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #344 holding.
  • CBIZ Investment Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.