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HighMark Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

HighMark Wealth Management’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 		$15.4K Sell
400
-450
-53% -$19.5K 0.01% 249
2025
Q4 		$42.2K Sell
850
-50
-6% -$2.84K 0.02% 183
2025
Q3 		$58.5K Buy
900
+50
+6% +$3.25K 0.03% 145
2025
Q2 		$52K Hold
850
– – 0.03% 155
2025
Q1 		$39.8K Buy
850
+400
+89% +$21.2K 0.02% 143
2024
Q4 		$23.9K Sell
450
-210
-32% -$9.91K 0.01% 184
2024
Q3 		$23.8K Buy
+660
New +$22.9K 0.01% 190

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

HighMark Wealth Management's IBIT Position: Q1 2026 in Review

HighMark Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 53% in Q1 2026, selling an estimated $19.5K and leaving 400 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #249.

HighMark Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $58.5K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • HighMark Wealth Management held 400 shares of iShares Bitcoin Trust worth $15.4K as of Q1 2026.
  • HighMark Wealth Management sold 450 iShares Bitcoin Trust shares in Q1 2026, an estimated $19.5K.
  • iShares Bitcoin Trust made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #249 holding.
  • HighMark Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • HighMark Wealth Management's iShares Bitcoin Trust position peaked at $58.5K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.