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Soltis Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Soltis Investment Advisors’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 		$808K Buy
21,031
+10,469
+99% +$453K 0.05% 254
2025
Q4 		$524K Buy
10,562
+6,158
+140% +$350K 0.03% 316
2025
Q3 		$286K Buy
4,404
+764
+21% +$49.7K 0.02% 385
2025
Q2 		$223K Buy
+3,640
New +$204K 0.02% 366
2025
Q1 		– Sell
-4,211
Closed -$223K – 377
2024
Q4 		$223K Buy
+4,211
New +$199K 0.02% 337
2024
Q3 		– Sell
-6,132
Closed -$209K – 370
2024
Q2 		$209K Buy
+6,132
New +$229K 0.02% 305

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

Soltis Investment Advisors's IBIT Position: Q1 2026 in Review

Soltis Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 99% in Q1 2026, buying an estimated $453K and bringing the position to 21,031 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #254.

Soltis Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Soltis Investment Advisors held 21,031 shares of iShares Bitcoin Trust worth $808K as of Q1 2026.
  • Soltis Investment Advisors bought 10,469 iShares Bitcoin Trust shares in Q1 2026, an estimated $453K.
  • iShares Bitcoin Trust made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #254 holding.
  • Soltis Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.