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Roxbury Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Roxbury Financial’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
-57
Closed -$2.83K – 401
2025
Q4 		$2.83K Hold
57
– – ﹤0.01% 337
2025
Q3 		$3.71K Hold
57
– – ﹤0.01% 325
2025
Q2 		$3.49K Sell
57
-69
-55% -$3.87K ﹤0.01% 323
2025
Q1 		$6.04K Buy
126
+60
+91% +$3.18K 0.01% 296
2024
Q4 		$3.64K Buy
+66
New +$3.12K ﹤0.01% 340

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

Roxbury Financial's IBIT Position: Q1 2026 in Review

Roxbury Financial sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 57 shares — an estimated $2.83K sold.

Roxbury Financial first reported a position in IBIT in Q4 2024 and held it in 5 quarters. The position peaked at $6.04K in Q1 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Roxbury Financial reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Roxbury Financial sold 57 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.83K.
  • Roxbury Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Roxbury Financial's iShares Bitcoin Trust position peaked at $6.04K in Q1 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Roxbury Financial's 13F filing for Q1 2026, filed 17 Apr 2026.