MHWM
IBIT icon

Montz Harcus Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Montz Harcus 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 		$2.27M Buy
58,981
+16,150
+38% +$699K 0.92% 20
2025
Q4 		$2.13M Buy
42,831
+5,379
+14% +$306K 0.86% 20
2025
Q3 		$2.43M Hold
37,452
– – 1.06% 19
2025
Q2 		$2.29M Hold
37,452
– – 1.11% 19
2025
Q1 		$1.75M Hold
37,452
– – 0.96% 19
2024
Q4 		$1.99M Sell
37,452
-5
-0% -$236 1.11% 18
2024
Q3 		$1.35M Hold
37,457
– – 0.79% 21
2024
Q2 		$1.28M Buy
37,457
+672
+2% +$25.1K 0.83% 19
2024
Q1 		$1.49M Buy
+36,785
New +$1.15M 1.01% 18

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

Montz Harcus Wealth Management's IBIT Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 38% in Q1 2026, buying an estimated $699K and bringing the position to 58,981 shares worth $2.27M. The position accounts for 0.92% of the portfolio, ranked #20.

Montz Harcus Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Montz Harcus Wealth Management held 58,981 shares of iShares Bitcoin Trust worth $2.27M as of Q1 2026.
  • Montz Harcus Wealth Management bought 16,150 iShares Bitcoin Trust shares in Q1 2026, an estimated $699K.
  • iShares Bitcoin Trust made up 0.92% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Montz Harcus Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Montz Harcus Wealth Management's iShares Bitcoin Trust position peaked at $2.43M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.