Kestra Private Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

Kestra Private Wealth 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	$4.16M	Buy	108,360 +16,453	+18%	+$712K	0.05%	366
2025 Q4	$4.56M	Buy	91,907 +38,809	+73%	+$2.2M	0.06%	334
2025 Q3	$3.45M	Buy	53,098 +14,468	+37%	+$941K	0.05%	384
2025 Q2	$2.36M	Buy	38,630 +1,488	+4%	+$83.4K	0.03%	454
2025 Q1	$1.74M	Buy	37,142 +17,753	+92%	+$940K	0.03%	494
2024 Q4	$1.03M	Buy	19,389 +7,387	+62%	+$349K	0.02%	639
2024 Q3	$434K	Sell	12,002 -1,452	-11%	-$50.4K	0.01%	931
2024 Q2	$459K	Sell	13,454 -11,390	-46%	-$425K	0.01%	867
2024 Q1	$1.01M	Buy	+24,844	New	+$775K	0.02%	555

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

Kestra Private Wealth Services's IBIT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Bitcoin Trust (IBIT) stake by 18% in Q1 2026, buying an estimated $712K and bringing the position to 108,360 shares worth $4.16M. The position accounts for 0.05% of the portfolio, ranked #366.

Kestra Private Wealth Services first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.56M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Kestra Private Wealth Services held 108,360 shares of iShares Bitcoin Trust worth $4.16M as of Q1 2026.
Kestra Private Wealth Services bought 16,453 iShares Bitcoin Trust shares in Q1 2026, an estimated $712K.
iShares Bitcoin Trust made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #366 holding.
Kestra Private Wealth Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's iShares Bitcoin Trust position peaked at $4.56M in Q4 2025.
1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.