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Burns Matteson Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Burns Matteson Capital Management’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 		$231K Buy
+6,924
New +$282K 0.07% 175
2025
Q4 		– Sell
-4,578
Closed -$298K – 223
2025
Q3 		$298K Buy
4,578
+588
+15% +$38.2K 0.12% 150
2025
Q2 		$244K Buy
+3,990
New +$224K 0.12% 155

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Burns Matteson Capital Management's IBIT Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 6,924 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #175 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in IBIT as recently as Q3 2025.

Burns Matteson Capital Management first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $298K in Q3 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Burns Matteson Capital Management held 6,924 shares of iShares Bitcoin Trust worth $231K as of Q2 2026.
  • iShares Bitcoin Trust was a new Burns Matteson Capital Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.07% of Burns Matteson Capital Management's portfolio in Q2 2026, its #175 holding.
  • Burns Matteson Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Burns Matteson Capital Management's iShares Bitcoin Trust position peaked at $298K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.