Finivi Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Finivi Inc’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	–	Sell	-15,543	Closed	-$772K	–	108
2025 Q4	$772K	Buy	+15,543	New	+$883K	0.45%	50
2024 Q3	–	Sell	-21,863	Closed	-$746K	–	90
2024 Q2	$746K	Buy	+21,863	New	+$817K	0.62%	45

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Finivi Inc's IBIT Position: Q1 2026 in Review

Finivi Inc sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 15,543 shares — an estimated $772K sold.

Finivi Inc first reported a position in IBIT in Q2 2024 and held it in 2 quarters. The position peaked at $772K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Finivi Inc reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Finivi Inc sold 15,543 iShares Bitcoin Trust shares in Q1 2026, an estimated $772K.
Finivi Inc first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 2 quarters.
Finivi Inc's iShares Bitcoin Trust position peaked at $772K in Q4 2025.
1,544 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Finivi Inc's 13F filing for Q1 2026, filed 10 Apr 2026.