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Total Wealth Planning & Management’s iShares Bitcoin Trust IBIT Stock Holding History

Total Wealth Planning & Management’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
-4,048
Closed -$201K – 226
2025
Q4 		$201K Buy
+4,048
New +$230K 0.15% 197
2025
Q2 		$512K Buy
+8,368
New +$469K 0.41% 75

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

Total Wealth Planning & Management's IBIT Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,048 shares — an estimated $201K sold.

Total Wealth Planning & Management first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $512K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 4,048 iShares Bitcoin Trust shares in Q1 2026, an estimated $201K.
  • Total Wealth Planning & Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning & Management's iShares Bitcoin Trust position peaked at $512K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.