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Stonebridge Financial Group (Pennsylvania)’s iShares Bitcoin Trust IBIT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-5,710
Closed -$284K – 268
2025
Q4 		$284K Buy
5,710
+514
+10% +$29.2K 0.02% 207
2025
Q3 		$338K Buy
5,196
+177
+4% +$11.5K 0.03% 192
2025
Q2 		$307K Hold
5,019
– – 0.03% 191
2025
Q1 		$235K Buy
5,019
+450
+10% +$23.8K 0.03% 204
2024
Q4 		$242K Buy
+4,569
New +$216K 0.03% 211

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 $1.89T AUM 35.08% 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 $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Stonebridge Financial Group (Pennsylvania)'s IBIT Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 5,710 shares — an estimated $284K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBIT in Q4 2024 and held it in 5 quarters. The position peaked at $338K in Q3 2025. 1,543 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5,710 iShares Bitcoin Trust shares in Q1 2026, an estimated $284K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Bitcoin Trust position peaked at $338K in Q3 2025.
  • 1,543 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.