PFM
IBIT icon

Phillips Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

Phillips Financial 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 		$441K Sell
11,484
-942
-8% -$40.8K 0.03% 146
2025
Q4 		$617K Buy
12,426
+2,283
+23% +$130K 0.04% 136
2025
Q3 		$659K Buy
10,143
+3,614
+55% +$235K 0.04% 137
2025
Q2 		$400K Sell
6,529
-1,371
-17% -$76.8K 0.03% 149
2025
Q1 		$370K Buy
7,900
+3,484
+79% +$184K 0.03% 145
2024
Q4 		$234K Buy
+4,416
New +$208K 0.02% 166

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

Phillips Financial Management's IBIT Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Bitcoin Trust (IBIT) stake by 7.6% in Q1 2026, selling an estimated $40.8K and leaving 11,484 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #146.

Phillips Financial Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $659K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Phillips Financial Management held 11,484 shares of iShares Bitcoin Trust worth $441K as of Q1 2026.
  • Phillips Financial Management sold 942 iShares Bitcoin Trust shares in Q1 2026, an estimated $40.8K.
  • iShares Bitcoin Trust made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #146 holding.
  • Phillips Financial Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Phillips Financial Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.