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Morling Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Morling Financial Advisors’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
-8,329
Closed -$414K – 110
2025
Q4 		$414K Buy
8,329
+4,868
+141% +$277K 0.13% 49
2025
Q3 		$225K Buy
+3,461
New +$225K 0.07% 65

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

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

Morling Financial Advisors sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 8,329 shares — an estimated $414K sold.

Morling Financial Advisors first reported a position in IBIT in Q3 2025 and held it in 2 quarters. The position peaked at $414K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Morling Financial Advisors reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 8,329 iShares Bitcoin Trust shares in Q1 2026, an estimated $414K.
  • Morling Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • Morling Financial Advisors's iShares Bitcoin Trust position peaked at $414K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.