VBFG
IBIT icon

Vishria Bird Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$8.04M Sell
123,700
-134
-0.1% -$8.72K 1.58% 25
2025
Q2 		$7.58M Buy
123,834
+2,058
+2% +$115K 2.52% 15
2025
Q1 		$5.7M Sell
121,776
-2,074
-2% -$110K 1.94% 18
2024
Q4 		$6.57M Sell
123,850
-443
-0.4% -$20.9K 2.3% 15
2024
Q3 		$4.49M Buy
+124,293
New +$4.32M 1.7% 20

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Vishria Bird Financial Group's IBIT Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 0.11% in Q3 2025, selling an estimated $8.72K and leaving 123,700 shares worth $8.04M. The position accounts for 1.58% of the portfolio, ranked #25.

Vishria Bird Financial Group first reported a position in IBIT in Q3 2024 and has held it in 5 quarters since. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Vishria Bird Financial Group held 123,700 shares of iShares Bitcoin Trust worth $8.04M as of Q3 2025.
  • Vishria Bird Financial Group sold 134 iShares Bitcoin Trust shares in Q3 2025, an estimated $8.72K.
  • iShares Bitcoin Trust made up 1.58% of Vishria Bird Financial Group's portfolio in Q3 2025, its #25 holding.
  • Vishria Bird Financial Group first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.