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Liberty Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Liberty Wealth Management’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
2025
Q4 		– Sell
-6,407
Closed -$416K – 252
2025
Q3 		$416K Buy
6,407
+2,577
+67% +$168K 0.06% 146
2025
Q2 		$234K Buy
+3,830
New +$215K 0.04% 200

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Liberty Wealth Management's IBIT Position: Q4 2025 in Review

Liberty Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 6,407 shares — an estimated $416K sold.

Liberty Wealth Management first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $416K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Liberty Wealth Management reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 6,407 iShares Bitcoin Trust shares in Q4 2025, an estimated $416K.
  • Liberty Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Bitcoin Trust position peaked at $416K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.