EPW
IBIT icon

Endeavor Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Endeavor Private Wealth’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 		$313K Hold
8,150
– – 0.09% 160
2025
Q4 		$405K Buy
8,150
+400
+5% +$22.7K 0.12% 137
2025
Q3 		$504K Buy
+7,750
New +$504K 0.16% 114

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

Endeavor Private Wealth's IBIT Position: Q1 2026 in Review

Endeavor Private Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 8,150 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #160.

Endeavor Private Wealth first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $504K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Endeavor Private Wealth held 8,150 shares of iShares Bitcoin Trust worth $313K as of Q1 2026.
  • Endeavor Private Wealth left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.09% of Endeavor Private Wealth's portfolio in Q1 2026, its #160 holding.
  • Endeavor Private Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares Bitcoin Trust position peaked at $504K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.