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Morgan Dempsey Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Morgan Dempsey Capital 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 		– Sell
-285
Closed -$14.2K – 152
2025
Q4 		$14.2K Sell
285
-1,000
-78% -$56.8K 0.01% 108
2025
Q3 		$83.5K Sell
1,285
-355
-22% -$23.1K 0.04% 76
2025
Q2 		$100K Buy
+1,640
New +$91.9K 0.04% 71
2025
Q1 		– Sell
-873
Closed -$46.3K – 141
2024
Q4 		$46.3K Buy
+873
New +$41.2K 0.02% 71

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

Morgan Dempsey Capital Management's IBIT Position: Q1 2026 in Review

Morgan Dempsey Capital Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 285 shares — an estimated $14.2K sold.

Morgan Dempsey Capital Management first reported a position in IBIT in Q4 2024 and held it in 4 quarters. The position peaked at $100K in Q2 2025. 1,556 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Morgan Dempsey Capital Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 285 iShares Bitcoin Trust shares in Q1 2026, an estimated $14.2K.
  • Morgan Dempsey Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 4 quarters.
  • Morgan Dempsey Capital Management's iShares Bitcoin Trust position peaked at $100K in Q2 2025.
  • 1,556 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.