DFP
IBIT icon

Defined Financial Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Defined Financial Planning’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
2025
Q3 		$281K Sell
4,005
-5,839
-59% -$380K 0.23% 50
2025
Q2 		$651K Buy
+9,844
New +$552K 0.58% 29
2025
Q1 		– Sell
-5,901
Closed -$313K – 86
2024
Q4 		$313K Buy
+5,901
New +$279K 0.33% 42

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Defined Financial Planning's IBIT Position: Q3 2025 in Review

Defined Financial Planning reduced its iShares Bitcoin Trust (IBIT) stake by 59% in Q3 2025, selling an estimated $380K and leaving 4,005 shares worth $281K. The position accounts for 0.23% of the portfolio, ranked #50.

Defined Financial Planning first reported a position in IBIT in Q4 2024 and has held it in 3 quarters since. The position peaked at $651K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Defined Financial Planning held 4,005 shares of iShares Bitcoin Trust worth $281K as of Q3 2025.
  • Defined Financial Planning sold 5,839 iShares Bitcoin Trust shares in Q3 2025, an estimated $380K.
  • iShares Bitcoin Trust made up 0.23% of Defined Financial Planning's portfolio in Q3 2025, its #50 holding.
  • Defined Financial Planning first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • Defined Financial Planning's iShares Bitcoin Trust position peaked at $651K in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.