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M Wealth Management LLC’s iShares Bitcoin Trust IBIT Stock Holding History

M Wealth Management LLC’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 		$475K Buy
+12,373
New +$536K 0.4% 33

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 Wealth Management LLC's IBIT Position: Q1 2026 in Review

M Wealth Management LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 12,373 shares worth $475K. The stake represents 0.4% of the portfolio and ranks #33 among its holdings.

1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • M Wealth Management LLC held 12,373 shares of iShares Bitcoin Trust worth $475K as of Q1 2026.
  • iShares Bitcoin Trust was a new M Wealth Management LLC position in Q1 2026.
  • iShares Bitcoin Trust made up 0.4% of M Wealth Management LLC's portfolio in Q1 2026, its #33 holding.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.