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CFO4Life Group’s iShares Bitcoin Trust IBIT Stock Holding History

CFO4Life Group’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 		$257K Buy
6,682
+75
+1% +$3.25K 0.04% 176
2025
Q4 		$328K Sell
6,607
-330
-5% -$18.7K 0.05% 165
2025
Q3 		$451K Buy
6,937
+2,116
+44% +$138K 0.07% 136
2025
Q2 		$295K Buy
4,821
+16
+0.3% +$897 0.05% 173
2025
Q1 		$225K Buy
4,805
+1,016
+27% +$53.8K 0.04% 188
2024
Q4 		$201K Buy
+3,789
New +$179K 0.04% 201

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

CFO4Life Group's IBIT Position: Q1 2026 in Review

CFO4Life Group increased its iShares Bitcoin Trust (IBIT) stake by 1.1% in Q1 2026, buying an estimated $3.25K and bringing the position to 6,682 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #176.

CFO4Life Group first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • CFO4Life Group held 6,682 shares of iShares Bitcoin Trust worth $257K as of Q1 2026.
  • CFO4Life Group bought 75 iShares Bitcoin Trust shares in Q1 2026, an estimated $3.25K.
  • iShares Bitcoin Trust made up 0.04% of CFO4Life Group's portfolio in Q1 2026, its #176 holding.
  • CFO4Life Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • CFO4Life Group's iShares Bitcoin Trust position peaked at $451K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.