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Coastline Complete Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Coastline Complete Wealth’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 		$224K Sell
5,832
-1,181
-17% -$51.1K 0.14% 51
2025
Q4 		$348K Buy
+7,013
New +$398K 0.22% 40

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

Coastline Complete Wealth's IBIT Position: Q1 2026 in Review

Coastline Complete Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 17% in Q1 2026, selling an estimated $51.1K and leaving 5,832 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #51.

Coastline Complete Wealth first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $348K in Q4 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Coastline Complete Wealth held 5,832 shares of iShares Bitcoin Trust worth $224K as of Q1 2026.
  • Coastline Complete Wealth sold 1,181 iShares Bitcoin Trust shares in Q1 2026, an estimated $51.1K.
  • iShares Bitcoin Trust made up 0.14% of Coastline Complete Wealth's portfolio in Q1 2026, its #51 holding.
  • Coastline Complete Wealth first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's iShares Bitcoin Trust position peaked at $348K in Q4 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.