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Whelan Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Whelan Financial’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 		– Sell
-4,801
Closed -$238K – 94
2025
Q4 		$238K Buy
4,801
+163
+4% +$9.26K 0.07% 81
2025
Q3 		$301K Buy
+4,638
New +$302K 0.1% 63

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

Whelan Financial's IBIT Position: Q1 2026 in Review

Whelan Financial sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,801 shares — an estimated $238K sold.

Whelan Financial first reported a position in IBIT in Q3 2025 and held it in 2 quarters. The position peaked at $301K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Whelan Financial reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Whelan Financial sold 4,801 iShares Bitcoin Trust shares in Q1 2026, an estimated $238K.
  • Whelan Financial first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • Whelan Financial's iShares Bitcoin Trust position peaked at $301K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.