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M Holdings Securities’s iShares Bitcoin Trust IBIT Stock Holding History

M Holdings Securities’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 		$2.71M Buy
60,916
+2,361
+4% +$102K 0.18% 102
2025
Q4 		$2.91M Buy
+58,555
New +$3.33M 0.21% 90
2025
Q3 		– Sell
-41,715
Closed -$2.55M – 126
2025
Q2 		$2.55M Buy
41,715
+20,647
+98% +$1.16M 0.44% 53
2025
Q1 		$986K Buy
21,068
+3,626
+21% +$192K 0.16% 92
2024
Q4 		$925K Buy
17,442
+2,840
+19% +$134K 0.15% 90
2024
Q3 		$528K Sell
14,602
-3,999
-21% -$139K 0.13% 78
2024
Q2 		$635K Buy
+18,601
New +$695K 0.08% 132

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

M Holdings Securities's IBIT Position: Q1 2026 in Review

M Holdings Securities increased its iShares Bitcoin Trust (IBIT) stake by 4% in Q1 2026, buying an estimated $102K and bringing the position to 60,916 shares worth $2.71M. The position accounts for 0.18% of the portfolio, ranked #102.

M Holdings Securities first reported a position in IBIT in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • M Holdings Securities held 60,916 shares of iShares Bitcoin Trust worth $2.71M as of Q1 2026.
  • M Holdings Securities bought 2,361 iShares Bitcoin Trust shares in Q1 2026, an estimated $102K.
  • iShares Bitcoin Trust made up 0.18% of M Holdings Securities's portfolio in Q1 2026, its #102 holding.
  • M Holdings Securities first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
  • M Holdings Securities's iShares Bitcoin Trust position peaked at $2.91M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.