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Triad Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Triad Wealth Partners’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 		$909K Buy
23,659
+1,213
+5% +$52.5K 0.07% 184
2025
Q4 		$1.11M Buy
22,446
+7,465
+50% +$424K 0.11% 142
2025
Q3 		$974K Buy
+14,981
New +$974K 0.13% 119

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

Triad Wealth Partners's IBIT Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 5.4% in Q1 2026, buying an estimated $52.5K and bringing the position to 23,659 shares worth $909K. The position accounts for 0.07% of the portfolio, ranked #184.

Triad Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Triad Wealth Partners held 23,659 shares of iShares Bitcoin Trust worth $909K as of Q1 2026.
  • Triad Wealth Partners bought 1,213 iShares Bitcoin Trust shares in Q1 2026, an estimated $52.5K.
  • iShares Bitcoin Trust made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • Triad Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's iShares Bitcoin Trust position peaked at $1.11M in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.