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PDS Planning’s iShares Bitcoin Trust IBIT Stock Holding History

PDS Planning’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 		$240K Buy
+6,251
New +$271K 0.02% 457

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

PDS Planning's IBIT Position: Q1 2026 in Review

PDS Planning opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 6,251 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings.

1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • PDS Planning held 6,251 shares of iShares Bitcoin Trust worth $240K as of Q1 2026.
  • iShares Bitcoin Trust was a new PDS Planning position in Q1 2026.
  • iShares Bitcoin Trust made up 0.02% of PDS Planning's portfolio in Q1 2026, its #457 holding.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.