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Innovative Advisory Group, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Innovative Advisory Group, LLC’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
-1,835
Closed -$91.1K – 116
2025
Q4 		$91.1K Sell
1,835
-18
-1% -$1.02K 0.06% 53
2025
Q3 		$120K Sell
1,853
-182
-9% -$11.8K 0.07% 51
2025
Q2 		$125K Buy
2,035
+200
+11% +$11.2K 0.11% 43
2025
Q1 		$85.9K Buy
1,835
+350
+24% +$18.5K 0.08% 44
2024
Q4 		$78.8K Buy
+1,485
New +$70.1K 0.07% 50

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

Innovative Advisory Group, LLC's IBIT Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 1,835 shares — an estimated $91.1K sold.

Innovative Advisory Group, LLC first reported a position in IBIT in Q4 2024 and held it in 5 quarters. The position peaked at $125K in Q2 2025. 1,556 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,835 iShares Bitcoin Trust shares in Q1 2026, an estimated $91.1K.
  • Innovative Advisory Group, LLC first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's iShares Bitcoin Trust position peaked at $125K in Q2 2025.
  • 1,556 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.