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Collaborative Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Collaborative Wealth Management’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 		$255K Buy
6,634
+1,562
+31% +$67.6K 0.12% 126
2025
Q4 		$252K Buy
+5,072
New +$288K 0.09% 190

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

Collaborative Wealth Management's IBIT Position: Q1 2026 in Review

Collaborative Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 31% in Q1 2026, buying an estimated $67.6K and bringing the position to 6,634 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #126.

Collaborative Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Collaborative Wealth Management held 6,634 shares of iShares Bitcoin Trust worth $255K as of Q1 2026.
  • Collaborative Wealth Management bought 1,562 iShares Bitcoin Trust shares in Q1 2026, an estimated $67.6K.
  • iShares Bitcoin Trust made up 0.12% of Collaborative Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Collaborative Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.