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Summit Wealth & Retirement Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Summit Wealth & Retirement Planning’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
-7,028
Closed -$349K – 113
2025
Q4 		$349K Buy
7,028
+2,057
+41% +$117K 0.08% 75
2025
Q3 		$323K Buy
+4,971
New +$323K 0.08% 76

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

Summit Wealth & Retirement Planning's IBIT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 7,028 shares — an estimated $349K sold.

Summit Wealth & Retirement Planning first reported a position in IBIT in Q3 2025 and held it in 2 quarters. The position peaked at $349K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 7,028 iShares Bitcoin Trust shares in Q1 2026, an estimated $349K.
  • Summit Wealth & Retirement Planning first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's iShares Bitcoin Trust position peaked at $349K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.