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WealthShield Partners’s iShares Bitcoin Trust IBIT Stock Holding History

WealthShield 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 		$1.08M Sell
28,100
-5,190
-16% -$225K 0.12% 174
2025
Q4 		$1.65M Sell
33,290
-3,329
-9% -$189K 0.18% 131
2025
Q3 		$2.38M Buy
36,619
+3,410
+10% +$222K 0.27% 100
2025
Q2 		$2.03M Buy
33,209
+834
+3% +$46.7K 0.25% 115
2025
Q1 		$1.52M Buy
32,375
+6,570
+25% +$348K 0.19% 126
2024
Q4 		$1.37M Buy
25,805
+11,879
+85% +$561K 0.19% 122
2024
Q3 		$503K Buy
13,926
+1,193
+9% +$41.4K 0.07% 213
2024
Q2 		$435K Buy
12,733
+2,063
+19% +$77.1K 0.07% 209
2024
Q1 		$432K Buy
+10,670
New +$333K 0.07% 204

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

WealthShield Partners's IBIT Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q1 2026, selling an estimated $225K and leaving 28,100 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #174.

WealthShield Partners first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • WealthShield Partners held 28,100 shares of iShares Bitcoin Trust worth $1.08M as of Q1 2026.
  • WealthShield Partners sold 5,190 iShares Bitcoin Trust shares in Q1 2026, an estimated $225K.
  • iShares Bitcoin Trust made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #174 holding.
  • WealthShield Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • WealthShield Partners's iShares Bitcoin Trust position peaked at $2.38M in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.