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Stratos Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Stratos Wealth 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 		$4.02M Buy
104,633
+13,158
+14% +$570K 0.25% 92
2025
Q4 		$4.54M Sell
91,475
-1,637
-2% -$93K 0.22% 110
2025
Q3 		$6.05M Buy
93,112
+10,656
+13% +$693K 0.29% 90
2025
Q2 		$5.05M Buy
82,456
+2,804
+4% +$157K 0.27% 97
2025
Q1 		$3.73M Buy
79,652
+69,070
+653% +$3.66M 0.2% 111
2024
Q4 		$561K Buy
10,582
+3,923
+59% +$185K 0.03% 444
2024
Q3 		$241K Buy
+6,659
New +$231K 0.01% 664

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

Stratos Wealth Advisors's IBIT Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $570K and bringing the position to 104,633 shares worth $4.02M. The position accounts for 0.25% of the portfolio, ranked #92.

Stratos Wealth Advisors first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Stratos Wealth Advisors held 104,633 shares of iShares Bitcoin Trust worth $4.02M as of Q1 2026.
  • Stratos Wealth Advisors bought 13,158 iShares Bitcoin Trust shares in Q1 2026, an estimated $570K.
  • iShares Bitcoin Trust made up 0.25% of Stratos Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Stratos Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Stratos Wealth Advisors's iShares Bitcoin Trust position peaked at $6.05M in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.