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Traphagen Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Traphagen Investment Advisors’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 		$3.33M Buy
86,584
+27,976
+48% +$1.21M 0.27% 40
2025
Q4 		$2.91M Buy
58,608
+5,368
+10% +$305K 0.24% 39
2025
Q3 		$3.46M Buy
53,240
+3,017
+6% +$196K 0.3% 33
2025
Q2 		$3.07M Buy
50,223
+2,949
+6% +$165K 0.29% 34
2025
Q1 		$2.21M Buy
47,274
+4,475
+10% +$237K 0.23% 39
2024
Q4 		$2.27M Buy
42,799
+6,192
+17% +$292K 0.23% 39
2024
Q3 		$1.32M Buy
36,607
+89
+0.2% +$3.09K 0.13% 56
2024
Q2 		$1.25M Buy
36,518
+1,172
+3% +$43.8K 0.14% 58
2024
Q1 		$1.43M Buy
+35,346
New +$1.1M 0.15% 55

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $761B 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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $636M AUM