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Stephens Consulting’s iShares Bitcoin Trust IBIT Stock Holding History

Stephens Consulting’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
2025
Q4 		$54.7K Buy
1,101
+1
+0.1% +$57 0.02% 135
2025
Q3 		$71.5K Buy
1,100
+1
+0.1% +$65 0.02% 115
2025
Q2 		$67.3K Buy
1,099
+910
+481% +$51K 0.02% 170
2025
Q1 		$8.85K Sell
189
-301
-61% -$15.9K ﹤0.01% 336
2024
Q4 		$26K Buy
490
+189
+63% +$8.92K 0.01% 246
2024
Q3 		$10.9K Buy
+301
New +$10.5K ﹤0.01% 329

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Stephens Consulting's IBIT Position: Q4 2025 in Review

Stephens Consulting increased its iShares Bitcoin Trust (IBIT) stake by 0.09% in Q4 2025, buying an estimated $57 and bringing the position to 1,101 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #135.

Stephens Consulting first reported a position in IBIT in Q3 2024 and has held it in 6 quarters since. The position peaked at $71.5K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Stephens Consulting held 1,101 shares of iShares Bitcoin Trust worth $54.7K as of Q4 2025.
  • Stephens Consulting bought 1 iShares Bitcoin Trust share in Q4 2025, an estimated $57.
  • iShares Bitcoin Trust made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #135 holding.
  • Stephens Consulting first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 6 quarters since.
  • Stephens Consulting's iShares Bitcoin Trust position peaked at $71.5K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.