Bull Oak Capital, LLC IBIT — ISHARES BITCOIN TR SHS ETF

Ownership history in Bull Oak Capital, LLC  ·  7 quarters on record

AI Ownership Summary

Bull Oak Capital, LLC reported ISHARES BITCOIN TR SHS ETF (IBIT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.68% in 2024 Q4. The latest visible filing shows IBIT at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bull Oak Capital, LLC's position in ISHARES BITCOIN TR SHS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBIT was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBIT stock page Bull Oak Capital, LLC fund profile Bull Oak Capital, LLC full holdings
How Bull Oak Capital, LLC held IBIT — position size vs. price
% of Fund (quarterly)    IBIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 75,402 +5,798 +8.3% 1.53% $3.7M 2026-02-14 (Est.) $38.97
2025 Q3 ADDED — — — 69,604 +1,082 +1.6% 1.92% $4.5M 2025-11-10 $60.19
2025 Q2 REDUCED 49.1% +6.1% ❌ 68,522 -66,128 -49.1% 1.91% $4.2M 2025-08-01 $64.22
2025 Q1 ADDED — — — 134,650 +9,924 +8.0% 3.44% $6.3M 2025-04-30 $53.51
2024 Q4 ADDED — — — 124,726 +101,030 +426.4% 3.68% $6.6M 2025-02-05 $55.33
2024 Q3 ADDED — — — 23,696 +3,243 +15.9% 0.49% $856K 2024-10-23 $37.81
2024 Q2 INITIATED — — — 20,453 — — 0.45% $698K 2024-07-18 $36.22

🏢 Other funds also holding IBIT

As of 2026 Q1 — sorted by position size

SJBENEN ADVISORY, LLC 9.16% Verde Servicos Internacionais S.A. 3Y 7Y 7.72% Marex Group plc 5.78% Bayshore Capital Advisors, LLC 4.53% Titiun Yejiel 3.72% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 3.47% Upper Left Wealth Management, LLC 3Y 3.43% Corecam Pte. Ltd. 3.39% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 3.22% Estate Planners Group, LLC 2.95%

FAQ About Bull Oak Capital, LLC and IBIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bull Oak Capital, LLC reported owning IBIT?

Bull Oak Capital, LLC reported IBIT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IBIT position in Bull Oak Capital, LLC's portfolio?

The largest reported portfolio weight for IBIT was 3.68% in 2024 Q4.

What is the latest reported IBIT position on this page?

The most recent filing on this page is 2025 Q4, when Bull Oak Capital, LLC reported 75,402 shares, equal to 1.53% of portfolio, with an estimated market value of $3.7M.

What does the chart on this IBIT ownership page compare?

The chart compares Bull Oak Capital, LLC's quarterly IBIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bull Oak Capital, LLC time their IBIT position?

Based on 13F filing dates vs. subsequent IBIT price moves, Bull Oak Capital, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IBIT relative to SPY over the holding period was +0.8%.

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