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

Focus Partners Wealth’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 		$13.3M Sell
337,257
-353,156
-51% -$15.3M 0.01% 627
2025
Q4 		$16.3M Buy
690,413
+508,134
+279% +$28.9M 0.02% 543
2025
Q3 		$11.7M Buy
182,279
+59,749
+49% +$3.89M 0.02% 521
2025
Q2 		$7.5M Buy
122,530
+47,435
+63% +$2.66M 0.02% 563
2025
Q1 		$3.52M Buy
75,095
+6,357
+9% +$337K 0.01% 727
2024
Q4 		$3.65M Sell
68,738
-478,824
-87% -$22.6M 0.01% 701
2024
Q3 		$11.5M Buy
547,562
+534,533
+4,103% +$18.6M 0.04% 382
2024
Q2 		$445K Buy
13,029
+3,469
+36% +$130K ﹤0.01% 972
2024
Q1 		$387K Buy
+9,560
New +$298K ﹤0.01% 774

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

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

Focus Partners Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 51% in Q1 2026, selling an estimated $15.3M and leaving 337,257 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #627.

Focus Partners Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.3M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Focus Partners Wealth held 337,257 shares of iShares Bitcoin Trust worth $13.3M as of Q1 2026.
  • Focus Partners Wealth sold 353,156 iShares Bitcoin Trust shares in Q1 2026, an estimated $15.3M.
  • iShares Bitcoin Trust made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #627 holding.
  • Focus Partners Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares Bitcoin Trust position peaked at $16.3M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.