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Lifeworks Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Lifeworks Advisors’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 		$7.86M Buy
204,612
+38,321
+23% +$1.66M 1.01% 25
2025
Q4 		$8.26M Buy
166,291
+5,019
+3% +$285K 1.07% 18
2025
Q3 		$10.5M Buy
161,272
+14,464
+10% +$941K 1.4% 10
2025
Q2 		$8.99M Buy
146,808
+5,002
+4% +$280K 1.34% 14
2025
Q1 		$6.64M Buy
141,806
+4,128
+3% +$219K 1.1% 23
2024
Q4 		$7.3M Buy
137,678
+26,295
+24% +$1.24M 1.32% 15
2024
Q3 		$4.02M Buy
111,383
+20,746
+23% +$720K 0.79% 37
2024
Q2 		$3.09M Sell
90,637
-7,574
-8% -$283K 0.86% 31
2024
Q1 		$3.97M Buy
+98,211
New +$3.06M 1.11% 27

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

Lifeworks Advisors's IBIT Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares Bitcoin Trust (IBIT) stake by 23% in Q1 2026, buying an estimated $1.66M and bringing the position to 204,612 shares worth $7.86M. The position accounts for 1.01% of the portfolio, ranked #25.

Lifeworks Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Lifeworks Advisors held 204,612 shares of iShares Bitcoin Trust worth $7.86M as of Q1 2026.
  • Lifeworks Advisors bought 38,321 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.66M.
  • iShares Bitcoin Trust made up 1.01% of Lifeworks Advisors's portfolio in Q1 2026, its #25 holding.
  • Lifeworks Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's iShares Bitcoin Trust position peaked at $10.5M in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.