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Visionary Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Visionary Wealth 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 		$3.94M Sell
102,598
-17,028
-14% -$737K 0.17% 137
2025
Q4 		$5.94M Buy
119,626
+7,043
+6% +$400K 0.27% 94
2025
Q3 		$7.32M Buy
112,583
+10,758
+11% +$700K 0.34% 81
2025
Q2 		$6.23M Buy
101,825
+13,642
+15% +$764K 0.32% 84
2025
Q1 		$4.13M Buy
88,183
+10,881
+14% +$576K 0.25% 107
2024
Q4 		$4.1M Buy
77,302
+34,693
+81% +$1.64M 0.24% 109
2024
Q3 		$1.54M Buy
42,609
+548
+1% +$19K 0.09% 202
2024
Q2 		$1.44M Buy
42,061
+28,616
+213% +$1.07M 0.09% 208
2024
Q1 		$544K Buy
+13,445
New +$419K 0.04% 310

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

Visionary Wealth Advisors's IBIT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, selling an estimated $737K and leaving 102,598 shares worth $3.94M. The position accounts for 0.17% of the portfolio, ranked #137.

Visionary Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.32M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Visionary Wealth Advisors held 102,598 shares of iShares Bitcoin Trust worth $3.94M as of Q1 2026.
  • Visionary Wealth Advisors sold 17,028 iShares Bitcoin Trust shares in Q1 2026, an estimated $737K.
  • iShares Bitcoin Trust made up 0.17% of Visionary Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Visionary Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Visionary Wealth Advisors's iShares Bitcoin Trust position peaked at $7.32M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.