Howe & Rusling’s iShares Bitcoin Trust IBIT Stock Holding History

Howe & Rusling’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	$220K	Buy	+5,720	New	+$248K	0.01%	285
2025 Q4	–	Sell	-4,568	Closed	-$297K	–	488
2025 Q3	$297K	Sell	4,568 -1,633	-26%	-$106K	0.02%	238
2025 Q2	$380K	Buy	+6,201	New	+$347K	0.03%	197
2025 Q1	–	Sell	-4,495	Closed	-$238K	–	445
2024 Q4	$238K	Buy	+4,495	New	+$212K	0.02%	231
2024 Q3	–	Sell	-77,407	Closed	-$2.64M	–	417
2024 Q2	$2.64M	Sell	77,407 -61,395	-44%	-$2.29M	0.24%	89
2024 Q1	$5.62M	Buy	+138,802	New	+$4.33M	0.54%	63

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Howe & Rusling's IBIT Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 5,720 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IBIT as recently as Q3 2025.

Howe & Rusling first reported a position in IBIT in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.62M in Q1 2024. 1,540 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Howe & Rusling held 5,720 shares of iShares Bitcoin Trust worth $220K as of Q1 2026.
iShares Bitcoin Trust was a new Howe & Rusling position in Q1 2026.
iShares Bitcoin Trust made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #285 holding.
Howe & Rusling first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 6 quarters since.
Howe & Rusling's iShares Bitcoin Trust position peaked at $5.62M in Q1 2024.
1,540 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.