Klingenstein Fields & Co’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
$234K Buy
6,090
+556
+10% +$24.1K 0.01% 170
2025
Q4
$275K Buy
5,534
+1,623
+41% +$92.2K 0.01% 161
2025
Q3
$254K Buy
+3,911
New +$254K 0.01% 174

Other funds holding IBIT

Klingenstein Fields & Co's IBIT Position: Q1 2026 in Review

Klingenstein Fields & Co increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q1 2026, buying an estimated $24.1K and bringing the position to 6,090 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #170.

Klingenstein Fields & Co first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $275K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Klingenstein Fields & Co held 6,090 shares of iShares Bitcoin Trust worth $234K as of Q1 2026.
  • Klingenstein Fields & Co bought 556 iShares Bitcoin Trust shares in Q1 2026, an estimated $24.1K.
  • iShares Bitcoin Trust made up 0.01% of Klingenstein Fields & Co's portfolio in Q1 2026, its #170 holding.
  • Klingenstein Fields & Co first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Klingenstein Fields & Co's iShares Bitcoin Trust position peaked at $275K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.