Quaker Wealth Management’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
2025
Q2
Sell
-5,884
Closed -$275K 1251
2025
Q1
$275K Buy
+5,884
New +$311K 0.1% 49

Other funds holding IBIT

Quaker Wealth Management's IBIT Position: Q1 2026 in Review

Quaker Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 345% in Q1 2026, buying an estimated $407K and bringing the position to 12,113 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #39.

Quaker Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $667K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Quaker Wealth Management held 12,113 shares of iShares Bitcoin Trust worth $465K as of Q1 2026.
  • Quaker Wealth Management bought 9,389 iShares Bitcoin Trust shares in Q1 2026, an estimated $407K.
  • iShares Bitcoin Trust made up 0.15% of Quaker Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Quaker Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's iShares Bitcoin Trust position peaked at $667K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.