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LM Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

LM 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 		$89.8K Sell
3,449
-245
-7% -$10.6K 1.42% 16
2025
Q4 		$74.4K Sell
3,694
-40,377
-92% -$2.29M 1.34% 18
2025
Q3 		$2.87M Buy
44,071
+29,416
+201% +$1.91M 0.41% 48
2025
Q2 		$897K Buy
14,655
+1,135
+8% +$63.6K 0.12% 90
2025
Q1 		$633K Buy
13,520
+215
+2% +$11.4K 0.11% 138
2024
Q4 		$706K Hold
13,305
– – 0.13% 113
2024
Q3 		$481K Buy
13,305
+155
+1% +$5.38K 0.1% 120
2024
Q2 		$449K Buy
13,150
+134
+1% +$5K ﹤0.01% 136
2024
Q1 		$527K Buy
+13,016
New +$406K 0.08% 136

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