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Sound View Wealth Advisors Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sound View Wealth Advisors Group’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 		$918K Buy
23,886
+1,106
+5% +$47.9K 0.06% 202
2025
Q4 		$1.13M Sell
22,780
-2,581
-10% -$147K 0.08% 176
2025
Q3 		$1.65M Buy
25,361
+4,231
+20% +$275K 0.11% 147
2025
Q2 		$1.29M Buy
21,130
+7,393
+54% +$414K 0.1% 165
2025
Q1 		$643K Buy
13,737
+2,999
+28% +$159K 0.05% 227
2024
Q4 		$570K Buy
10,738
+1,751
+19% +$82.7K 0.05% 243
2024
Q3 		$325K Buy
8,987
+344
+4% +$11.9K 0.03% 323
2024
Q2 		$295K Buy
8,643
+186
+2% +$6.95K 0.03% 306
2024
Q1 		$342K Buy
+8,457
New +$264K 0.04% 285

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

Sound View Wealth Advisors Group's IBIT Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Bitcoin Trust (IBIT) stake by 4.9% in Q1 2026, buying an estimated $47.9K and bringing the position to 23,886 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #202.

Sound View Wealth Advisors Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sound View Wealth Advisors Group held 23,886 shares of iShares Bitcoin Trust worth $918K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,106 iShares Bitcoin Trust shares in Q1 2026, an estimated $47.9K.
  • iShares Bitcoin Trust made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #202 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Sound View Wealth Advisors Group's iShares Bitcoin Trust position peaked at $1.65M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.