SEC 13F Intelligence

Bull Oak Capital, LLC / IBIT

Bull Oak Capital, LLC’s Ishares Bitcoin Trust Etf Position

Does Bull Oak Capital, LLC own Ishares Bitcoin Trust Etf (IBIT)? Yes — 79.8K shares worth $3M (+1.18% of its 13F portfolio) as of Q1 2026, up from 75.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
79.8K
% of Portfolio
+1.18%
Quarters Held
8
currently held

Position History IBIT

Reported value by quarter
Q2 ’24: $698,299Q2 ’24Q3 ’24: $856,138Q3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.8K$3M+1.18%
Q4 202575.4K$4M+1.53%
Q3 202569.6K$5M+1.92%
Q2 202568.5K$4M+1.91%
Q1 2025134.7K$6M+3.44%
Q4 2024124.7K$7M+3.68%
Q3 202423.7K$856,138+0.49%
Q2 202420.5K$698,299+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of IBIT.