J. Safra Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$581K Buy
15,111
+697
+5% +$30.2K 0.03% 148
2025
Q4
$716K Buy
14,414
+5,986
+71% +$340K 0.04% 130
2025
Q3
$548K Buy
8,428
+1,946
+30% +$127K 0.03% 115
2025
Q2
$397K Sell
6,482
-4,386
-40% -$246K 0.03% 112
2025
Q1
$509K Sell
10,868
-3,324
-23% -$176K 0.04% 74
2024
Q4
$760K Buy
+14,192
New +$670K 0.06% 46

Other funds holding IBIT

J. Safra Asset Management's IBIT Position: Q1 2026 in Review

J. Safra Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q1 2026, buying an estimated $30.2K and bringing the position to 15,111 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #148.

J. Safra Asset Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • J. Safra Asset Management held 15,111 shares of iShares Bitcoin Trust worth $581K as of Q1 2026.
  • J. Safra Asset Management bought 697 iShares Bitcoin Trust shares in Q1 2026, an estimated $30.2K.
  • iShares Bitcoin Trust made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #148 holding.
  • J. Safra Asset Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • J. Safra Asset Management's iShares Bitcoin Trust position peaked at $760K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.