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FAS Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

FAS Wealth Partners’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 		$624K Sell
16,234
-4,014
-20% -$174K 0.04% 209
2025
Q4 		$1.01M Buy
20,248
+3,367
+20% +$191K 0.07% 162
2025
Q3 		$1.1M Buy
16,881
+3,511
+26% +$228K 0.07% 157
2025
Q2 		$818K Buy
13,370
+389
+3% +$21.8K 0.06% 177
2025
Q1 		$608K Buy
12,981
+610
+5% +$32.3K 0.05% 185
2024
Q4 		$656K Buy
12,371
+3,264
+36% +$154K 0.06% 182
2024
Q3 		$329K Buy
9,107
+255
+3% +$8.85K 0.03% 256
2024
Q2 		$302K Buy
8,852
+810
+10% +$30.3K 0.03% 252
2024
Q1 		$325K Buy
+8,042
New +$251K 0.03% 249

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

FAS Wealth Partners's IBIT Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q1 2026, selling an estimated $174K and leaving 16,234 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #209.

FAS Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • FAS Wealth Partners held 16,234 shares of iShares Bitcoin Trust worth $624K as of Q1 2026.
  • FAS Wealth Partners sold 4,014 iShares Bitcoin Trust shares in Q1 2026, an estimated $174K.
  • iShares Bitcoin Trust made up 0.04% of FAS Wealth Partners's portfolio in Q1 2026, its #209 holding.
  • FAS Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • FAS Wealth Partners's iShares Bitcoin Trust position peaked at $1.1M in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.