Shepherd Kaplan Krochuk’s iShares Bitcoin Trust IBIT Stock Holding History

Shepherd Kaplan Krochuk’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	$513K	Buy	13,349 +65	+0.5%	+$2.81K	0.43%	47
2025 Q4	$660K	Buy	13,284 +72	+0.5%	+$4.09K	0.54%	41
2025 Q3	$859K	Buy	13,212 +52	+0.4%	+$3.38K	0.7%	34
2025 Q2	$806K	Buy	13,160 +11	+0.1%	+$616	0.7%	35
2025 Q1	$616K	Buy	13,149 +22	+0.2%	+$1.17K	0.53%	43
2024 Q4	$696K	Hold	13,127	–	–	0.58%	38
2024 Q3	$474K	Hold	13,127	–	–	0.36%	49
2024 Q2	$448K	Buy	+13,127	New	+$490K	0.35%	52

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Shepherd Kaplan Krochuk's IBIT Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its iShares Bitcoin Trust (IBIT) stake by 0.49% in Q1 2026, buying an estimated $2.81K and bringing the position to 13,349 shares worth $513K. The position accounts for 0.43% of the portfolio, ranked #47.

Shepherd Kaplan Krochuk first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $859K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Shepherd Kaplan Krochuk held 13,349 shares of iShares Bitcoin Trust worth $513K as of Q1 2026.
Shepherd Kaplan Krochuk bought 65 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.81K.
iShares Bitcoin Trust made up 0.43% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #47 holding.
Shepherd Kaplan Krochuk first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
Shepherd Kaplan Krochuk's iShares Bitcoin Trust position peaked at $859K in Q3 2025.
1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.