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MPWM Advisory Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

MPWM Advisory Solutions’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 		$23.4K Buy
608
+125
+26% +$5.41K 0.01% 260
2025
Q4 		$24K Sell
483
-26
-5% -$1.48K 0.01% 235
2025
Q3 		$33.1K Sell
509
-9
-2% -$585 0.02% 201
2025
Q2 		$31.7K Hold
518
– – 0.02% 197
2025
Q1 		$24.2K Buy
518
+234
+82% +$12.4K 0.02% 210
2024
Q4 		$15.1K Buy
+284
New +$13.4K 0.01% 280

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

MPWM Advisory Solutions's IBIT Position: Q1 2026 in Review

MPWM Advisory Solutions increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q1 2026, buying an estimated $5.41K and bringing the position to 608 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #260.

MPWM Advisory Solutions first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.1K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • MPWM Advisory Solutions held 608 shares of iShares Bitcoin Trust worth $23.4K as of Q1 2026.
  • MPWM Advisory Solutions bought 125 iShares Bitcoin Trust shares in Q1 2026, an estimated $5.41K.
  • iShares Bitcoin Trust made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #260 holding.
  • MPWM Advisory Solutions first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's iShares Bitcoin Trust position peaked at $33.1K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.