Newbridge Financial Services Group’s iShares Bitcoin Trust IBIT Stock Holding History

Newbridge Financial Services Group’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	$1.85M	Sell	48,229 -2,119	-4%	-$91.7K	0.3%	69
2025 Q4	$2.5M	Sell	50,348 -15,168	-23%	-$862K	0.39%	59
2025 Q3	$4.26M	Buy	65,516 +45,620	+229%	+$2.97M	0.64%	35
2025 Q2	$1.22M	Buy	19,896 +6,963	+54%	+$390K	0.2%	92
2025 Q1	$605K	Buy	12,933 +4,297	+50%	+$227K	0.15%	106
2024 Q4	$458K	Buy	8,636 +868	+11%	+$41K	0.12%	125
2024 Q3	$281K	Sell	7,768 -183	-2%	-$6.35K	0.1%	127
2024 Q2	$271K	Sell	7,951 -220	-3%	-$8.22K	0.1%	147
2024 Q1	$331K	Buy	+8,171	New	+$255K	0.14%	131

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Newbridge Financial Services Group's IBIT Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its iShares Bitcoin Trust (IBIT) stake by 4.2% in Q1 2026, selling an estimated $91.7K and leaving 48,229 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #69.

Newbridge Financial Services Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.26M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Newbridge Financial Services Group held 48,229 shares of iShares Bitcoin Trust worth $1.85M as of Q1 2026.
Newbridge Financial Services Group sold 2,119 iShares Bitcoin Trust shares in Q1 2026, an estimated $91.7K.
iShares Bitcoin Trust made up 0.3% of Newbridge Financial Services Group's portfolio in Q1 2026, its #69 holding.
Newbridge Financial Services Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Newbridge Financial Services Group's iShares Bitcoin Trust position peaked at $4.26M in Q3 2025.
1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.