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Swisher Financial Concepts’s iShares Bitcoin Trust IBIT Stock Holding History

Swisher Financial Concepts’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
-4,525
Closed -$225K – 105
2025
Q4 		$225K Sell
4,525
-354
-7% -$20.1K 0.13% 89
2025
Q3 		$317K Sell
4,879
-1,042
-18% -$67.8K 0.19% 67
2025
Q2 		$362K Buy
5,921
+771
+15% +$43.2K 0.23% 60
2025
Q1 		$241K Buy
+5,150
New +$273K 0.2% 69

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 $6.73T AUM 46.02% 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

Swisher Financial Concepts's IBIT Position: Q1 2026 in Review

Swisher Financial Concepts sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,525 shares — an estimated $225K sold.

Swisher Financial Concepts first reported a position in IBIT in Q1 2025 and held it in 4 quarters. The position peaked at $362K in Q2 2025. 1,541 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Swisher Financial Concepts reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 4,525 iShares Bitcoin Trust shares in Q1 2026, an estimated $225K.
  • Swisher Financial Concepts first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 4 quarters.
  • Swisher Financial Concepts's iShares Bitcoin Trust position peaked at $362K in Q2 2025.
  • 1,541 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.