Maridea Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,000
Closed -$306K 435
2025
Q2
$306K Buy
+5,000
New +$280K 0.08% 217

Other funds holding IBIT

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

Maridea Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 76% in Q1 2026, selling an estimated $1.41M and leaving 10,487 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #285.

Maridea Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.1M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Maridea Wealth Management held 10,487 shares of iShares Bitcoin Trust worth $403K as of Q1 2026.
  • Maridea Wealth Management sold 32,522 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.41M.
  • iShares Bitcoin Trust made up 0.06% of Maridea Wealth Management's portfolio in Q1 2026, its #285 holding.
  • Maridea Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's iShares Bitcoin Trust position peaked at $5.1M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.