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IFG Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

IFG Advisory’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 		– Sell
-13,257
Closed -$658K – 583
2025
Q4 		$658K Buy
13,257
+2,149
+19% +$122K 0.03% 447
2025
Q3 		$722K Sell
11,108
-1,216
-10% -$79.1K 0.03% 424
2025
Q2 		$754K Buy
12,324
+5,743
+87% +$322K 0.04% 394
2025
Q1 		$308K Buy
+6,581
New +$348K 0.02% 557

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

IFG Advisory's IBIT Position: Q1 2026 in Review

IFG Advisory sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 13,257 shares — an estimated $658K sold.

IFG Advisory first reported a position in IBIT in Q1 2025 and held it in 4 quarters. The position peaked at $754K in Q2 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • IFG Advisory reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 13,257 iShares Bitcoin Trust shares in Q1 2026, an estimated $658K.
  • IFG Advisory first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 4 quarters.
  • IFG Advisory's iShares Bitcoin Trust position peaked at $754K in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.