Morse Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
30,435
+1,355
+5% +$58.7K 0.24% 83
2025
Q4
$1.44M Buy
29,080
+1,580
+6% +$89.8K 0.29% 77
2025
Q3
$1.79M Buy
27,500
+5,500
+25% +$358K 0.36% 70
2025
Q2
$1.35M Buy
22,000
+21,000
+2,100% +$1.18M 0.3% 74
2025
Q1
$46.8K Hold
1,000
0.01% 195
2024
Q4
$53K Buy
+1,000
New +$47.2K 0.01% 204

Other funds holding IBIT

Morse Asset Management's IBIT Position: Q1 2026 in Review

Morse Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 4.7% in Q1 2026, buying an estimated $58.7K and bringing the position to 30,435 shares worth $1.17M. The position accounts for 0.24% of the portfolio, ranked #83.

Morse Asset Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Morse Asset Management held 30,435 shares of iShares Bitcoin Trust worth $1.17M as of Q1 2026.
  • Morse Asset Management bought 1,355 iShares Bitcoin Trust shares in Q1 2026, an estimated $58.7K.
  • iShares Bitcoin Trust made up 0.24% of Morse Asset Management's portfolio in Q1 2026, its #83 holding.
  • Morse Asset Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Morse Asset Management's iShares Bitcoin Trust position peaked at $1.79M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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