Moseley Investment 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
$382K Buy
9,942
+985
+11% +$42.6K 0.12% 104
2025
Q4
$445K Buy
8,957
+135
+2% +$7.67K 0.14% 103
2025
Q3
$573K Buy
8,822
+1,235
+16% +$80.3K 0.17% 89
2025
Q2
$464K Buy
7,587
+527
+7% +$29.5K 0.16% 97
2025
Q1
$330K Buy
7,060
+948
+16% +$50.2K 0.13% 111
2024
Q4
$324K Buy
+6,112
New +$289K 0.13% 110

Other funds holding IBIT

Moseley Investment Management's IBIT Position: Q1 2026 in Review

Moseley Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q1 2026, buying an estimated $42.6K and bringing the position to 9,942 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #104.

Moseley Investment Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q3 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Moseley Investment Management held 9,942 shares of iShares Bitcoin Trust worth $382K as of Q1 2026.
  • Moseley Investment Management bought 985 iShares Bitcoin Trust shares in Q1 2026, an estimated $42.6K.
  • iShares Bitcoin Trust made up 0.12% of Moseley Investment Management's portfolio in Q1 2026, its #104 holding.
  • Moseley Investment Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Moseley Investment Management's iShares Bitcoin Trust position peaked at $573K in Q3 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.