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Detalus Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Detalus Advisors’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 		$306K Buy
7,970
+189
+2% +$8.18K 0.07% 140
2025
Q4 		$386K Buy
7,781
+789
+11% +$44.8K 0.09% 119
2025
Q3 		$454K Buy
6,992
+2,994
+75% +$195K 0.12% 103
2025
Q2 		$245K Buy
+3,998
New +$224K 0.07% 144

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

Detalus Advisors's IBIT Position: Q1 2026 in Review

Detalus Advisors increased its iShares Bitcoin Trust (IBIT) stake by 2.4% in Q1 2026, buying an estimated $8.18K and bringing the position to 7,970 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #140.

Detalus Advisors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Detalus Advisors held 7,970 shares of iShares Bitcoin Trust worth $306K as of Q1 2026.
  • Detalus Advisors bought 189 iShares Bitcoin Trust shares in Q1 2026, an estimated $8.18K.
  • iShares Bitcoin Trust made up 0.07% of Detalus Advisors's portfolio in Q1 2026, its #140 holding.
  • Detalus Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Detalus Advisors's iShares Bitcoin Trust position peaked at $454K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.