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Sunbelt Securities’s iShares Bitcoin Trust IBIT Stock Holding History

Sunbelt Securities’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 		$334K Buy
8,693
+1,089
+14% +$47.2K 0.02% 502
2025
Q4 		$378K Buy
7,604
+1,355
+22% +$77K 0.03% 471
2025
Q3 		$406K Buy
+6,249
New +$406K 0.03% 439
2025
Q2 		– Sell
-744
Closed -$34.8K – 1854
2025
Q1 		$34.8K Buy
+744
New +$39.4K ﹤0.01% 987

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

Sunbelt Securities's IBIT Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $47.2K and bringing the position to 8,693 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #502.

Sunbelt Securities first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $406K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sunbelt Securities held 8,693 shares of iShares Bitcoin Trust worth $334K as of Q1 2026.
  • Sunbelt Securities bought 1,089 iShares Bitcoin Trust shares in Q1 2026, an estimated $47.2K.
  • iShares Bitcoin Trust made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #502 holding.
  • Sunbelt Securities first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's iShares Bitcoin Trust position peaked at $406K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.