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Costello Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Costello Asset 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 		$384 Hold
10
– – ﹤0.01% 672
2025
Q4 		$497 Hold
10
– – ﹤0.01% 678
2025
Q3 		$650 Hold
10
– – ﹤0.01% 644
2025
Q2 		$612 Hold
10
– – ﹤0.01% 663
2025
Q1 		$468 Buy
+10
New +$529 ﹤0.01% 657

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

Costello Asset Management's IBIT Position: Q1 2026 in Review

Costello Asset Management held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 10 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Costello Asset Management first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $650 in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Costello Asset Management held 10 shares of iShares Bitcoin Trust worth $384 as of Q1 2026.
  • Costello Asset Management left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #672 holding.
  • Costello Asset Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's iShares Bitcoin Trust position peaked at $650 in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.