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Coordinated Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Coordinated Financial 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 		$368K Sell
9,585
-870
-8% -$37.7K 0.21% 129
2025
Q4 		$519K Buy
10,455
+525
+5% +$29.8K 0.3% 95
2025
Q3 		$645K Buy
9,930
+150
+2% +$9.76K 0.41% 75
2025
Q2 		$599K Buy
9,780
+1,490
+18% +$83.5K 0.41% 71
2025
Q1 		$388K Buy
8,290
+2,284
+38% +$121K 0.3% 95
2024
Q4 		$319K Buy
+6,006
New +$284K 0.25% 105
2024
Q2 		$227K Buy
+6,650
New +$248K 0.19% 117

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

Coordinated Financial Services's IBIT Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Bitcoin Trust (IBIT) stake by 8.3% in Q1 2026, selling an estimated $37.7K and leaving 9,585 shares worth $368K. The position accounts for 0.21% of the portfolio, ranked #129.

Coordinated Financial Services first reported a position in IBIT in Q2 2024 and has held it in 7 quarters since. The position peaked at $645K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Coordinated Financial Services held 9,585 shares of iShares Bitcoin Trust worth $368K as of Q1 2026.
  • Coordinated Financial Services sold 870 iShares Bitcoin Trust shares in Q1 2026, an estimated $37.7K.
  • iShares Bitcoin Trust made up 0.21% of Coordinated Financial Services's portfolio in Q1 2026, its #129 holding.
  • Coordinated Financial Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
  • Coordinated Financial Services's iShares Bitcoin Trust position peaked at $645K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.