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

Forefront 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 		$901K Buy
23,459
+16,573
+241% +$718K 0.38% 61
2025
Q4 		$342K Sell
6,886
-7,731
-53% -$439K 0.16% 106
2025
Q3 		$950K Buy
+14,617
New +$951K 0.24% 84
2025
Q2 		– Sell
-4,549
Closed -$213K – 110
2025
Q1 		$213K Buy
+4,549
New +$241K 0.15% 119

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

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

Forefront Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 241% in Q1 2026, buying an estimated $718K and bringing the position to 23,459 shares worth $901K. The position accounts for 0.38% of the portfolio, ranked #61.

Forefront Wealth Partners first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $950K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Forefront Wealth Partners held 23,459 shares of iShares Bitcoin Trust worth $901K as of Q1 2026.
  • Forefront Wealth Partners bought 16,573 iShares Bitcoin Trust shares in Q1 2026, an estimated $718K.
  • iShares Bitcoin Trust made up 0.38% of Forefront Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Forefront Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's iShares Bitcoin Trust position peaked at $950K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.