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

Mascagni Wealth Management’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 		$243K Sell
6,326
-70
-1% -$3.03K 0.17% 111
2025
Q4 		$318K Buy
6,396
+1,910
+43% +$109K 0.24% 90
2025
Q3 		$292K Buy
4,486
+357
+9% +$23.2K 0.23% 93
2025
Q2 		$253K Buy
+4,129
New +$231K 0.22% 100

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

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

Mascagni Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.1% in Q1 2026, selling an estimated $3.03K and leaving 6,326 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #111.

Mascagni Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Mascagni Wealth Management held 6,326 shares of iShares Bitcoin Trust worth $243K as of Q1 2026.
  • Mascagni Wealth Management sold 70 iShares Bitcoin Trust shares in Q1 2026, an estimated $3.03K.
  • iShares Bitcoin Trust made up 0.17% of Mascagni Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Mascagni Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Mascagni Wealth Management's iShares Bitcoin Trust position peaked at $318K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.