First Foundation Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$440K Sell
11,464
-10,324
-47% -$447K 0.02% 257
2025
Q4
$1.08M Buy
21,788
+11,022
+102% +$626K 0.04% 170
2025
Q3
$700K Buy
+10,766
New +$700K 0.03% 207

Other funds holding IBIT

First Foundation Advisors's IBIT Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 47% in Q1 2026, selling an estimated $447K and leaving 11,464 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #257.

First Foundation Advisors first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • First Foundation Advisors held 11,464 shares of iShares Bitcoin Trust worth $440K as of Q1 2026.
  • First Foundation Advisors sold 10,324 iShares Bitcoin Trust shares in Q1 2026, an estimated $447K.
  • iShares Bitcoin Trust made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #257 holding.
  • First Foundation Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • First Foundation Advisors's iShares Bitcoin Trust position peaked at $1.08M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.