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Steward Partners Investment Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Steward Partners Investment Advisory’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 		$5.66M Buy
147,218
+57,947
+65% +$2.51M 0.03% 473
2025
Q4 		$4.43M Sell
89,271
-9,540
-10% -$542K 0.02% 502
2025
Q3 		$6.42M Buy
98,811
+68,869
+230% +$4.48M 0.04% 408
2025
Q2 		$1.83M Buy
29,942
+28,764
+2,442% +$1.61M 0.01% 744
2025
Q1 		$55.1K Buy
+1,178
New +$62.4K ﹤0.01% 2336

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

Steward Partners Investment Advisory's IBIT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Bitcoin Trust (IBIT) stake by 65% in Q1 2026, buying an estimated $2.51M and bringing the position to 147,218 shares worth $5.66M. The position accounts for 0.03% of the portfolio, ranked #473.

Steward Partners Investment Advisory first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.42M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Steward Partners Investment Advisory held 147,218 shares of iShares Bitcoin Trust worth $5.66M as of Q1 2026.
  • Steward Partners Investment Advisory bought 57,947 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.51M.
  • iShares Bitcoin Trust made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #473 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's iShares Bitcoin Trust position peaked at $6.42M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.