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MB, Levis & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

MB, Levis & Associates’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 		– Sell
-125
Closed -$6.21K – 245
2025
Q4 		$6.21K Hold
125
– – ﹤0.01% 177
2025
Q3 		$8.13K Sell
125
-15
-11% -$976 ﹤0.01% 169
2025
Q2 		$8.57K Sell
140
-10
-7% -$560 ﹤0.01% 199
2025
Q1 		$7.02K Sell
150
-35
-19% -$1.85K ﹤0.01% 203
2024
Q4 		$9.81K Buy
185
+75
+68% +$3.54K ﹤0.01% 189
2024
Q3 		$3.97K Buy
+110
New +$3.82K ﹤0.01% 231

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

MB, Levis & Associates's IBIT Position: Q1 2026 in Review

MB, Levis & Associates sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 125 shares — an estimated $6.21K sold.

MB, Levis & Associates first reported a position in IBIT in Q3 2024 and held it in 6 quarters. The position peaked at $9.81K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • MB, Levis & Associates reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 125 iShares Bitcoin Trust shares in Q1 2026, an estimated $6.21K.
  • MB, Levis & Associates first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 6 quarters.
  • MB, Levis & Associates's iShares Bitcoin Trust position peaked at $9.81K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.