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Sittner & Nelson’s iShares Bitcoin Trust IBIT Stock Holding History

Sittner & Nelson’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 		$12.4K Hold
322
– – ﹤0.01% 419
2025
Q4 		$12.8K Buy
322
+95
+42% +$5.4K ﹤0.01% 387
2025
Q3 		$14.8K Buy
227
+21
+10% +$1.37K 0.01% 352
2025
Q2 		$12.6K Hold
206
– – 0.01% 359
2025
Q1 		$9.64K Hold
206
– – ﹤0.01% 371
2024
Q4 		$10.9K Buy
206
+106
+106% +$5K ﹤0.01% 343
2024
Q3 		$3.61K Hold
100
– – ﹤0.01% 388
2024
Q2 		$3.41K Hold
100
– – ﹤0.01% 404
2024
Q1 		$4.05K Buy
+100
New +$3.12K ﹤0.01% 403

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

Sittner & Nelson's IBIT Position: Q1 2026 in Review

Sittner & Nelson held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 322 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Sittner & Nelson first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.8K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sittner & Nelson held 322 shares of iShares Bitcoin Trust worth $12.4K as of Q1 2026.
  • Sittner & Nelson left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #419 holding.
  • Sittner & Nelson first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Sittner & Nelson's iShares Bitcoin Trust position peaked at $14.8K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.