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Family Legacy Financial Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Family Legacy Financial 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
2025
Q4 		– Sell
-229
Closed -$14.9K – 126
2025
Q3 		$14.9K Buy
229
+222
+3,171% +$14.4K 0.01% 146
2025
Q2 		$428 Buy
+7
New +$392 ﹤0.01% 231

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Goldman Sachs
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Family Legacy Financial Solutions's IBIT Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 229 shares — an estimated $14.9K sold.

Family Legacy Financial Solutions first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $14.9K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 229 iShares Bitcoin Trust shares in Q4 2025, an estimated $14.9K.
  • Family Legacy Financial Solutions first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares Bitcoin Trust position peaked at $14.9K in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.