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Safeguard Investment Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

Safeguard Investment Advisory Group’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
-4,690
Closed -$233K – 147
2025
Q4 		$233K Buy
4,690
+303
+7% +$17.2K 0.06% 119
2025
Q3 		$285K Buy
4,387
+408
+10% +$26.5K 0.07% 109
2025
Q2 		$244K Buy
+3,979
New +$223K 0.06% 119

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

Safeguard Investment Advisory Group's IBIT Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,690 shares — an estimated $233K sold.

Safeguard Investment Advisory Group first reported a position in IBIT in Q2 2025 and held it in 3 quarters. The position peaked at $285K in Q3 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4,690 iShares Bitcoin Trust shares in Q1 2026, an estimated $233K.
  • Safeguard Investment Advisory Group first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's iShares Bitcoin Trust position peaked at $285K in Q3 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.