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Primoris Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Primoris Wealth Advisors’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 		– Sell
-4,372
Closed -$217K – 106
2025
Q4 		$217K Buy
4,372
+600
+16% +$34.1K 0.13% 102
2025
Q3 		$245K Hold
3,772
– – 0.16% 88
2025
Q2 		$231K Sell
3,772
-1,450
-28% -$81.2K 0.16% 86
2025
Q1 		$244K Buy
5,222
+49
+0.9% +$2.59K 0.19% 84
2024
Q4 		$274K Buy
+5,173
New +$244K 0.21% 76
2024
Q2 		– Sell
-5,006
Closed -$203K – 104
2024
Q1 		$203K Buy
+5,006
New +$156K 0.16% 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

Primoris Wealth Advisors's IBIT Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,372 shares — an estimated $217K sold.

Primoris Wealth Advisors first reported a position in IBIT in Q1 2024 and held it in 6 quarters. The position peaked at $274K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 4,372 iShares Bitcoin Trust shares in Q1 2026, an estimated $217K.
  • Primoris Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Primoris Wealth Advisors's iShares Bitcoin Trust position peaked at $274K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.