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Smartleaf Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Smartleaf Asset 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 		$546K Buy
14,503
+1,832
+14% +$79.3K 0.02% 510
2025
Q4 		$631K Buy
12,671
+2,703
+27% +$154K 0.02% 480
2025
Q3 		$648K Buy
9,968
+5,919
+146% +$385K 0.04% 424
2025
Q2 		$246K Sell
4,049
-5,350
-57% -$300K 0.02% 530
2025
Q1 		$447K Hold
9,399
– – 0.04% 388
2024
Q4 		$503K Buy
9,399
+8,424
+864% +$398K 0.05% 327
2024
Q3 		$36.5K Hold
975
– – ﹤0.01% 1036
2024
Q2 		$34.1K Buy
+975
New +$36.4K 0.01% 840

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

Smartleaf Asset Management's IBIT Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $79.3K and bringing the position to 14,503 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #510.

Smartleaf Asset Management first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $648K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Smartleaf Asset Management held 14,503 shares of iShares Bitcoin Trust worth $546K as of Q1 2026.
  • Smartleaf Asset Management bought 1,832 iShares Bitcoin Trust shares in Q1 2026, an estimated $79.3K.
  • iShares Bitcoin Trust made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #510 holding.
  • Smartleaf Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's iShares Bitcoin Trust position peaked at $648K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.