SWP
IBIT icon

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

Stratos Wealth Partners’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 		$3.44M Buy
89,645
+9,522
+12% +$412K 0.04% 413
2025
Q4 		$3.98M Sell
80,123
-457
-0.6% -$26K 0.05% 381
2025
Q3 		$5.24M Buy
80,580
+37,425
+87% +$2.43M 0.06% 303
2025
Q2 		$2.64M Buy
43,155
+7,324
+20% +$410K 0.04% 424
2025
Q1 		$1.68M Buy
35,831
+11,428
+47% +$605K 0.03% 492
2024
Q4 		$1.29M Buy
24,403
+8,535
+54% +$403K 0.02% 600
2024
Q3 		$573K Buy
15,868
+6,499
+69% +$226K 0.01% 886
2024
Q2 		$320K Buy
9,369
+998
+12% +$37.3K 0.01% 1069
2024
Q1 		$339K Buy
+8,371
New +$261K 0.01% 1045

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 Partners's IBIT Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q1 2026, buying an estimated $412K and bringing the position to 89,645 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #413.

Stratos Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.24M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Stratos Wealth Partners held 89,645 shares of iShares Bitcoin Trust worth $3.44M as of Q1 2026.
  • Stratos Wealth Partners bought 9,522 iShares Bitcoin Trust shares in Q1 2026, an estimated $412K.
  • iShares Bitcoin Trust made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #413 holding.
  • Stratos Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Stratos Wealth Partners's iShares Bitcoin Trust position peaked at $5.24M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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