SPC
IBIT icon

Sigma Planning Corp’s iShares Bitcoin Trust IBIT Stock Holding History

Sigma Planning Corp’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 		$359K Buy
9,349
+59
+0.6% +$2.56K 0.01% 974
2025
Q4 		$446K Buy
9,290
+3,500
+60% +$199K 0.01% 841
2025
Q3 		$376K Buy
+5,790
New +$377K 0.01% 938

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

Sigma Planning Corp's IBIT Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares Bitcoin Trust (IBIT) stake by 0.64% in Q1 2026, buying an estimated $2.56K and bringing the position to 9,349 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #974.

Sigma Planning Corp first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sigma Planning Corp held 9,349 shares of iShares Bitcoin Trust worth $359K as of Q1 2026.
  • Sigma Planning Corp bought 59 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.56K.
  • iShares Bitcoin Trust made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #974 holding.
  • Sigma Planning Corp first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's iShares Bitcoin Trust position peaked at $446K in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.