DFA
IBIT icon

DHJJ Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

DHJJ Financial 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 		$14.6K Buy
379
+25
+7% +$1.08K ﹤0.01% 570
2025
Q4 		$17.6K Buy
354
+18
+5% +$1.02K 0.01% 515
2025
Q3 		$21.8K Buy
336
+15
+5% +$976 0.01% 475
2025
Q2 		$19.6K Buy
321
+148
+86% +$8.29K 0.01% 479
2025
Q1 		$8.1K Buy
+173
New +$9.16K ﹤0.01% 529

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

DHJJ Financial Advisors's IBIT Position: Q1 2026 in Review

DHJJ Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 7.1% in Q1 2026, buying an estimated $1.08K and bringing the position to 379 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

DHJJ Financial Advisors first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.8K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • DHJJ Financial Advisors held 379 shares of iShares Bitcoin Trust worth $14.6K as of Q1 2026.
  • DHJJ Financial Advisors bought 25 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.08K.
  • iShares Bitcoin Trust made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #570 holding.
  • DHJJ Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's iShares Bitcoin Trust position peaked at $21.8K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.