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Keystone Financial Group (Kentucky)’s iShares Bitcoin Trust IBIT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.15M Buy
30,051
+9,232
+44% +$400K 0.08% 179
2025
Q4 		$1.03M Buy
20,819
+2,528
+14% +$144K 0.08% 172
2025
Q3 		$1.19M Buy
18,291
+515
+3% +$33.5K 0.09% 142
2025
Q2 		$1.09M Buy
17,776
+690
+4% +$38.7K 0.1% 146
2025
Q1 		$800K Buy
17,086
+5,660
+50% +$300K 0.08% 170
2024
Q4 		$606K Buy
+11,426
New +$539K 0.06% 190

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

Keystone Financial Group (Kentucky)'s IBIT Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Bitcoin Trust (IBIT) stake by 44% in Q1 2026, buying an estimated $400K and bringing the position to 30,051 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #179.

Keystone Financial Group (Kentucky) first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 30,051 shares of iShares Bitcoin Trust worth $1.15M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 9,232 iShares Bitcoin Trust shares in Q1 2026, an estimated $400K.
  • iShares Bitcoin Trust made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #179 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.