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William Howard & Co Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

William Howard & Co Financial 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 		– Sell
-4,076
Closed -$202K – 56
2025
Q4 		$202K Buy
4,076
+438
+12% +$24.9K 0.17% 57
2025
Q3 		$236K Buy
+3,638
New +$237K 0.2% 50

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

William Howard & Co Financial Advisors's IBIT Position: Q1 2026 in Review

William Howard & Co Financial Advisors sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 4,076 shares — an estimated $202K sold.

William Howard & Co Financial Advisors first reported a position in IBIT in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • William Howard & Co Financial Advisors reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 4,076 iShares Bitcoin Trust shares in Q1 2026, an estimated $202K.
  • William Howard & Co Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • William Howard & Co Financial Advisors's iShares Bitcoin Trust position peaked at $236K in Q3 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.