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Discipline Wealth Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Discipline Wealth Solutions’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 		$679K Buy
17,675
+6,206
+54% +$269K 0.07% 95
2025
Q4 		$569K Buy
11,469
+7,126
+164% +$405K 0.11% 99
2025
Q3 		$282K Buy
+4,343
New +$282K 0.07% 129

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

Discipline Wealth Solutions's IBIT Position: Q1 2026 in Review

Discipline Wealth Solutions increased its iShares Bitcoin Trust (IBIT) stake by 54% in Q1 2026, buying an estimated $269K and bringing the position to 17,675 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #95.

Discipline Wealth Solutions first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Discipline Wealth Solutions held 17,675 shares of iShares Bitcoin Trust worth $679K as of Q1 2026.
  • Discipline Wealth Solutions bought 6,206 iShares Bitcoin Trust shares in Q1 2026, an estimated $269K.
  • iShares Bitcoin Trust made up 0.07% of Discipline Wealth Solutions's portfolio in Q1 2026, its #95 holding.
  • Discipline Wealth Solutions first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.