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OneAscent Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

OneAscent Financial Services’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 		$2.1M Buy
54,636
+28,224
+107% +$1.22M 0.11% 118
2025
Q4 		$1.31M Buy
26,412
+16,965
+180% +$964K 0.12% 119
2025
Q3 		$614K Sell
9,447
-42,062
-82% -$2.74M 0.08% 200
2025
Q2 		$3.09M Sell
51,509
-1,002
-2% -$56.1K 0.22% 77
2025
Q1 		$2.53M Buy
52,511
+36,732
+233% +$1.94M 0.16% 93
2024
Q4 		$837K Buy
+15,779
New +$745K 0.07% 179
2024
Q3 		– Sell
-11,414
Closed -$390K – 253
2024
Q2 		$390K Buy
11,414
+3,034
+36% +$113K 0.05% 174
2024
Q1 		$339K Buy
+8,380
New +$261K 0.04% 267

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

OneAscent Financial Services's IBIT Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares Bitcoin Trust (IBIT) stake by 107% in Q1 2026, buying an estimated $1.22M and bringing the position to 54,636 shares worth $2.1M. The position accounts for 0.11% of the portfolio, ranked #118.

OneAscent Financial Services first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q2 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • OneAscent Financial Services held 54,636 shares of iShares Bitcoin Trust worth $2.1M as of Q1 2026.
  • OneAscent Financial Services bought 28,224 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.22M.
  • iShares Bitcoin Trust made up 0.11% of OneAscent Financial Services's portfolio in Q1 2026, its #118 holding.
  • OneAscent Financial Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • OneAscent Financial Services's iShares Bitcoin Trust position peaked at $3.09M in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.