Panoramic Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.12M Buy
55,112
+939
+2% +$40.7K 1.15% 29
2025
Q4
$2.69M Buy
54,173
+109
+0.2% +$6.19K 1.46% 19
2025
Q3
$3.51M Buy
54,064
+1,191
+2% +$77.5K 1.98% 10
2025
Q2
$3.24M Sell
52,873
-357
-0.7% -$20K 1.99% 11
2025
Q1
$2.49M Buy
53,230
+1,017
+2% +$53.8K 1.68% 18
2024
Q4
$2.77M Buy
52,213
+1,497
+3% +$70.7K 1.8% 16
2024
Q3
$1.83M Buy
+50,716
New +$1.76M 1.27% 22
2024
Q1
$4.92M Buy
+121,605
New +$3.79M 3.63% 4

Other funds holding IBIT

Panoramic Investment Advisors's IBIT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.7% in Q1 2026, buying an estimated $40.7K and bringing the position to 55,112 shares worth $2.12M. The position accounts for 1.15% of the portfolio, ranked #29.

Panoramic Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.92M in Q1 2024. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Panoramic Investment Advisors held 55,112 shares of iShares Bitcoin Trust worth $2.12M as of Q1 2026.
  • Panoramic Investment Advisors bought 939 iShares Bitcoin Trust shares in Q1 2026, an estimated $40.7K.
  • iShares Bitcoin Trust made up 1.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Panoramic Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Panoramic Investment Advisors's iShares Bitcoin Trust position peaked at $4.92M in Q1 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.