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Kestra Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Kestra Advisory Services’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 		$11.8M Buy
307,657
+37,092
+14% +$1.61M 0.04% 410
2025
Q4 		$13.4M Buy
270,565
+55,430
+26% +$3.15M 0.06% 337
2025
Q3 		$14M Buy
215,135
+2,020
+0.9% +$131K 0.06% 305
2025
Q2 		$13M Buy
213,115
+43,606
+26% +$2.44M 0.06% 306
2025
Q1 		$7.93M Buy
169,509
+7,383
+5% +$391K 0.04% 416
2024
Q4 		$8.6M Buy
162,126
+17,170
+12% +$811K 0.05% 394
2024
Q3 		$5.24M Buy
144,956
+11,401
+9% +$396K 0.03% 572
2024
Q2 		$4.56M Buy
133,555
+43,382
+48% +$1.62M 0.03% 620
2024
Q1 		$3.65M Buy
+90,173
New +$2.81M 0.02% 630

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

Kestra Advisory Services's IBIT Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $1.61M and bringing the position to 307,657 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #410.

Kestra Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Kestra Advisory Services held 307,657 shares of iShares Bitcoin Trust worth $11.8M as of Q1 2026.
  • Kestra Advisory Services bought 37,092 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.61M.
  • iShares Bitcoin Trust made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #410 holding.
  • Kestra Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's iShares Bitcoin Trust position peaked at $14M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.