Millington Financial Advisors’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
2026
Q1
$415K Buy
9,520
+2,801
+42% +$121K 0.17% 81
2025
Q4
$267K Hold
6,719
0.12% 100
2025
Q3
$442K Hold
6,719
0.21% 73
2025
Q2
$452K Hold
6,719
0.23% 71
2025
Q1
$320K Hold
6,719
0.2% 76
2024
Q4
$387K Hold
6,719
0.22% 64
2024
Q3
$243K Hold
6,719
0.15% 77
2024
Q2
$229K Buy
+6,719
New +$251K 0.16% 74

Other funds holding IBIT

Millington Financial Advisors's IBIT Position: Q1 2026 in Review

Millington Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 42% in Q1 2026, buying an estimated $121K and bringing the position to 9,520 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #81.

Millington Financial Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q2 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Millington Financial Advisors held 9,520 shares of iShares Bitcoin Trust worth $415K as of Q1 2026.
  • Millington Financial Advisors bought 2,801 iShares Bitcoin Trust shares in Q1 2026, an estimated $121K.
  • iShares Bitcoin Trust made up 0.17% of Millington Financial Advisors's portfolio in Q1 2026, its #81 holding.
  • Millington Financial Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Millington Financial Advisors's iShares Bitcoin Trust position peaked at $452K in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.