MWM
IBIT icon

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

Modern 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 		$1.42M Buy
36,728
+12,961
+55% +$561K 0.02% 354
2025
Q4 		$1.18M Buy
23,767
+3,625
+18% +$206K 0.02% 375
2025
Q3 		$1.31M Buy
20,142
+6,933
+52% +$451K 0.03% 339
2025
Q2 		$809K Buy
13,209
+6,195
+88% +$347K 0.02% 400
2025
Q1 		$328K Buy
7,014
+1,226
+21% +$64.9K 0.01% 501
2024
Q4 		$307K Buy
+5,788
New +$273K 0.01% 450

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

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

Modern Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 55% in Q1 2026, buying an estimated $561K and bringing the position to 36,728 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #354.

Modern Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Modern Wealth Management held 36,728 shares of iShares Bitcoin Trust worth $1.42M as of Q1 2026.
  • Modern Wealth Management bought 12,961 iShares Bitcoin Trust shares in Q1 2026, an estimated $561K.
  • iShares Bitcoin Trust made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Modern Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.