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Holistic Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Holistic Financial 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 		$243K Hold
6,337
– – 0.09% 124
2025
Q4 		$315K Hold
6,337
– – 0.11% 91
2025
Q3 		$412K Hold
6,337
– – 0.17% 67
2025
Q2 		$388K Hold
6,337
– – 0.17% 68
2025
Q1 		$297K Sell
6,337
-14
-0.2% -$741 0.14% 81
2024
Q4 		$337K Buy
6,351
+14
+0.2% +$661 0.17% 78
2024
Q3 		$229K Hold
6,337
– – 0.11% 105
2024
Q2 		$216K Buy
+6,337
New +$237K 0.11% 107

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

Holistic Financial Partners's IBIT Position: Q1 2026 in Review

Holistic Financial Partners held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 6,337 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #124.

Holistic Financial Partners first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $412K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Holistic Financial Partners held 6,337 shares of iShares Bitcoin Trust worth $243K as of Q1 2026.
  • Holistic Financial Partners left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.09% of Holistic Financial Partners's portfolio in Q1 2026, its #124 holding.
  • Holistic Financial Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Holistic Financial Partners's iShares Bitcoin Trust position peaked at $412K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.