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Planning Alternatives’s iShares Bitcoin Trust IBIT Stock Holding History

Planning Alternatives’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 		$1.82M Buy
47,435
+23,897
+102% +$1.03M 0.24% 23
2025
Q4 		$1.17M Buy
23,538
+138
+0.6% +$7.84K 0.15% 35
2025
Q3 		$1.52M Buy
23,400
+8,911
+62% +$580K 0.2% 27
2025
Q2 		$887K Buy
14,489
+279
+2% +$15.6K 0.12% 37
2025
Q1 		$665K Buy
14,210
+2,626
+23% +$139K 0.1% 41
2024
Q4 		$615K Buy
+11,584
New +$547K 0.09% 36

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

Planning Alternatives's IBIT Position: Q1 2026 in Review

Planning Alternatives increased its iShares Bitcoin Trust (IBIT) stake by 102% in Q1 2026, buying an estimated $1.03M and bringing the position to 47,435 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #23.

Planning Alternatives first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Planning Alternatives held 47,435 shares of iShares Bitcoin Trust worth $1.82M as of Q1 2026.
  • Planning Alternatives bought 23,897 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.03M.
  • iShares Bitcoin Trust made up 0.24% of Planning Alternatives's portfolio in Q1 2026, its #23 holding.
  • Planning Alternatives first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.