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

Mission 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 		$3.81M Sell
99,162
-3,772
-4% -$163K 0.08% 137
2025
Q4 		$5.11M Buy
102,934
+28,202
+38% +$1.6M 0.1% 111
2025
Q3 		$4.86M Buy
74,732
+11,039
+17% +$718K 0.1% 120
2025
Q2 		$3.9M Buy
63,693
+8,716
+16% +$488K 0.08% 137
2025
Q1 		$2.57M Buy
54,977
+49,172
+847% +$2.6M 0.06% 165
2024
Q4 		$308K Buy
+5,805
New +$274K 0.01% 544

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

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

Mission Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 3.7% in Q1 2026, selling an estimated $163K and leaving 99,162 shares worth $3.81M. The position accounts for 0.08% of the portfolio, ranked #137.

Mission Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Mission Wealth Management held 99,162 shares of iShares Bitcoin Trust worth $3.81M as of Q1 2026.
  • Mission Wealth Management sold 3,772 iShares Bitcoin Trust shares in Q1 2026, an estimated $163K.
  • iShares Bitcoin Trust made up 0.08% of Mission Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Mission Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Mission Wealth Management's iShares Bitcoin Trust position peaked at $5.11M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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