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Independent Advisor Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Independent Advisor Alliance’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 		$7.96M Buy
207,127
+200,442
+2,998% +$8.68M 0.09% 215
2025
Q4 		$332K Buy
6,685
+2,672
+67% +$152K 0.01% 767
2025
Q3 		$261K Buy
4,013
+405
+11% +$26.3K 0.01% 808
2025
Q2 		$221K Buy
+3,608
New +$202K 0.01% 815
2025
Q1 		– Sell
-136,542
Closed -$7.24M – 1060
2024
Q4 		$7.24M Buy
136,542
+130,199
+2,053% +$6.15M 0.1% 203
2024
Q3 		$229K Sell
6,343
-4,627
-42% -$161K 0.01% 629
2024
Q2 		$375K Buy
10,970
+5,194
+90% +$194K 0.01% 520
2024
Q1 		$234K Buy
+5,776
New +$180K 0.01% 627

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

Independent Advisor Alliance's IBIT Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Bitcoin Trust (IBIT) stake by 2,998% in Q1 2026, buying an estimated $8.68M and bringing the position to 207,127 shares worth $7.96M. The position accounts for 0.09% of the portfolio, ranked #215.

Independent Advisor Alliance first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Independent Advisor Alliance held 207,127 shares of iShares Bitcoin Trust worth $7.96M as of Q1 2026.
  • Independent Advisor Alliance bought 200,442 iShares Bitcoin Trust shares in Q1 2026, an estimated $8.68M.
  • iShares Bitcoin Trust made up 0.09% of Independent Advisor Alliance's portfolio in Q1 2026, its #215 holding.
  • Independent Advisor Alliance first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.