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Lugano Financial Advisors SA (LFA)’s iShares Bitcoin Trust IBIT Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$45.8K Hold
1,193
– – 0.02% 158
2025
Q4 		$59.2K Buy
1,193
+388
+48% +$22K 0.03% 141
2025
Q3 		$52.3K Buy
805
+335
+71% +$21.8K 0.03% 141
2025
Q2 		$28.8K Buy
470
+150
+47% +$8.4K 0.02% 164
2025
Q1 		$15K Buy
+320
New +$16.9K 0.01% 170

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

Lugano Financial Advisors SA (LFA)'s IBIT Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 1,193 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #158.

Lugano Financial Advisors SA (LFA) first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $59.2K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 1,193 shares of iShares Bitcoin Trust worth $45.8K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #158 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares Bitcoin Trust position peaked at $59.2K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.