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SFG Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

SFG Wealth Management’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
-5,713
Closed -$284K – 114
2025
Q4 		$284K Sell
5,713
-2,254
-28% -$128K 0.11% 110
2025
Q3 		$518K Buy
+7,967
New +$518K 0.22% 79
2025
Q2 		– Sell
-4,964
Closed -$232K – 103
2025
Q1 		$232K Buy
4,964
+527
+12% +$27.9K 0.11% 111
2024
Q4 		$235K Buy
+4,437
New +$209K 0.12% 88

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

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

SFG Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 5,713 shares — an estimated $284K sold.

SFG Wealth Management first reported a position in IBIT in Q4 2024 and held it in 4 quarters. The position peaked at $518K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • SFG Wealth Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 5,713 iShares Bitcoin Trust shares in Q1 2026, an estimated $284K.
  • SFG Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 4 quarters.
  • SFG Wealth Management's iShares Bitcoin Trust position peaked at $518K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.