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OneAscent Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

OneAscent Wealth Management’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 		$322K Sell
8,382
-197
-2% -$8.53K 0.11% 103
2025
Q4 		$426K Buy
8,579
+764
+10% +$43.4K 0.14% 75
2025
Q3 		$508K Buy
7,815
+318
+4% +$20.7K 0.17% 68
2025
Q2 		$459K Buy
+7,497
New +$420K 0.17% 70
2025
Q1 		– Sell
-7,263
Closed -$385K – 157
2024
Q4 		$385K Buy
7,263
+635
+10% +$30K 0.16% 78
2024
Q3 		$239K Sell
6,628
-22
-0.3% -$764 0.09% 157
2024
Q2 		$227K Buy
+6,650
New +$248K 0.12% 89

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 Wealth Management's IBIT Position: Q1 2026 in Review

OneAscent Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.3% in Q1 2026, selling an estimated $8.53K and leaving 8,382 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #103.

OneAscent Wealth Management first reported a position in IBIT in Q2 2024 and has held it in 7 quarters since. The position peaked at $508K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • OneAscent Wealth Management held 8,382 shares of iShares Bitcoin Trust worth $322K as of Q1 2026.
  • OneAscent Wealth Management sold 197 iShares Bitcoin Trust shares in Q1 2026, an estimated $8.53K.
  • iShares Bitcoin Trust made up 0.11% of OneAscent Wealth Management's portfolio in Q1 2026, its #103 holding.
  • OneAscent Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
  • OneAscent Wealth Management's iShares Bitcoin Trust position peaked at $508K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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