CA
IBIT icon

Claro Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Claro Advisors’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 		$530K Buy
13,799
+1,784
+15% +$77.2K 0.06% 228
2025
Q4 		$597K Sell
12,015
-2,564
-18% -$146K 0.08% 200
2025
Q3 		$948K Buy
14,579
+3,315
+29% +$216K 0.14% 132
2025
Q2 		$689K Sell
11,264
-4,286
-28% -$240K 0.11% 165
2025
Q1 		$728K Buy
15,550
+4,273
+38% +$226K 0.1% 184
2024
Q4 		$598K Buy
+11,277
New +$532K 0.08% 224

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

Claro Advisors's IBIT Position: Q1 2026 in Review

Claro Advisors increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q1 2026, buying an estimated $77.2K and bringing the position to 13,799 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #228.

Claro Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $948K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Claro Advisors held 13,799 shares of iShares Bitcoin Trust worth $530K as of Q1 2026.
  • Claro Advisors bought 1,784 iShares Bitcoin Trust shares in Q1 2026, an estimated $77.2K.
  • iShares Bitcoin Trust made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #228 holding.
  • Claro Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Claro Advisors's iShares Bitcoin Trust position peaked at $948K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.