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EverSource Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

EverSource Wealth 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 		$3.18M Buy
82,732
+20,207
+32% +$875K 0.1% 162
2025
Q4 		$3.1M Buy
62,525
+10,091
+19% +$573K 0.11% 149
2025
Q3 		$3.41M Buy
52,434
+27,595
+111% +$1.79M 0.13% 132
2025
Q2 		$1.52M Buy
24,839
+3,308
+15% +$185K 0.07% 201
2025
Q1 		$1.01M Buy
21,531
+5,292
+33% +$280K 0.06% 245
2024
Q4 		$861K Buy
16,239
+4,186
+35% +$198K 0.05% 265
2024
Q3 		$435K Buy
12,053
+4,341
+56% +$151K 0.03% 357
2024
Q2 		$287K Buy
7,712
+42
+0.5% +$1.57K 0.02% 451
2024
Q1 		$257K Buy
+7,670
New +$239K 0.02% 423

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

EverSource Wealth Advisors's IBIT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 32% in Q1 2026, buying an estimated $875K and bringing the position to 82,732 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #162.

EverSource Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.41M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • EverSource Wealth Advisors held 82,732 shares of iShares Bitcoin Trust worth $3.18M as of Q1 2026.
  • EverSource Wealth Advisors bought 20,207 iShares Bitcoin Trust shares in Q1 2026, an estimated $875K.
  • iShares Bitcoin Trust made up 0.1% of EverSource Wealth Advisors's portfolio in Q1 2026, its #162 holding.
  • EverSource Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's iShares Bitcoin Trust position peaked at $3.41M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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