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Sageworth Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Sageworth Trust’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 		$3.2M Buy
83,412
+10,165
+14% +$440K 0.14% 40
2025
Q4 		$3.64M Buy
73,247
+18,229
+33% +$1.04M 0.16% 31
2025
Q3 		$3.58M Buy
55,018
+2,182
+4% +$142K 0.17% 42
2025
Q2 		$3.23M Buy
52,836
+2,488
+5% +$139K 0.18% 32
2025
Q1 		$2.36M Buy
50,348
+19,400
+63% +$1.03M 0.15% 33
2024
Q4 		$1.64M Buy
30,948
+13,045
+73% +$616K 0.1% 37
2024
Q3 		$647K Buy
17,903
+3,202
+22% +$111K 0.04% 64
2024
Q2 		$502K Buy
+14,701
New +$549K 0.03% 74

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

Sageworth Trust's IBIT Position: Q1 2026 in Review

Sageworth Trust increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $440K and bringing the position to 83,412 shares worth $3.2M. The position accounts for 0.14% of the portfolio, ranked #40.

Sageworth Trust first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.64M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sageworth Trust held 83,412 shares of iShares Bitcoin Trust worth $3.2M as of Q1 2026.
  • Sageworth Trust bought 10,165 iShares Bitcoin Trust shares in Q1 2026, an estimated $440K.
  • iShares Bitcoin Trust made up 0.14% of Sageworth Trust's portfolio in Q1 2026, its #40 holding.
  • Sageworth Trust first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Sageworth Trust's iShares Bitcoin Trust position peaked at $3.64M in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.