Bear Mountain Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Bear Mountain Capital’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 Q2	$3.07K	Hold	84	–	–	﹤0.01%	116
2026 Q1	$3.63K	Hold	84	–	–	﹤0.01%	116
2025 Q4	$4.54K	Hold	84	–	–	﹤0.01%	117
2025 Q3	$5.33K	Buy	84 +79	+1,580%	+$5.14K	﹤0.01%	123
2025 Q2	$333	Hold	5	–	–	﹤0.01%	157
2025 Q1	$271	Hold	5	–	–	﹤0.01%	305
2024 Q4	$294	Hold	5	–	–	﹤0.01%	156
2024 Q3	$191	Hold	5	–	–	﹤0.01%	157
2024 Q2	$164	Hold	5	–	–	﹤0.01%	166
2024 Q1	$174	Buy	+5	New	+$156	﹤0.01%	203

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bear Mountain Capital's IBIT Position: Q2 2026 in Review

Bear Mountain Capital held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 84 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Bear Mountain Capital first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.33K in Q3 2025. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Bear Mountain Capital held 84 shares of iShares Bitcoin Trust worth $3.07K as of Q2 2026.
Bear Mountain Capital left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #116 holding.
Bear Mountain Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Bear Mountain Capital's iShares Bitcoin Trust position peaked at $5.33K in Q3 2025.
606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.