Calamos Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Calamos Wealth 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	$1.13M	Sell	33,989 -1,377	-4%	-$56K	0.03%	191
2026 Q1	$1.36M	Sell	35,366 -870	-2%	-$37.7K	0.05%	166
2025 Q4	$1.8M	Sell	36,236 -13,022	-26%	-$740K	0.06%	137
2025 Q3	$3.2M	Buy	49,258 +22,045	+81%	+$1.43M	0.12%	106
2025 Q2	$1.67M	Buy	27,213 +5,800	+27%	+$325K	0.07%	130
2025 Q1	$1M	Buy	21,413 +6,408	+43%	+$339K	0.05%	147
2024 Q4	$796K	Buy	+15,005	New	+$708K	0.04%	168

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Calamos Wealth Management's IBIT Position: Q2 2026 in Review

Calamos Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q2 2026, selling an estimated $56K and leaving 33,989 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #191.

Calamos Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.2M in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Calamos Wealth Management held 33,989 shares of iShares Bitcoin Trust worth $1.13M as of Q2 2026.
Calamos Wealth Management sold 1,377 iShares Bitcoin Trust shares in Q2 2026, an estimated $56K.
iShares Bitcoin Trust made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #191 holding.
Calamos Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Calamos Wealth Management's iShares Bitcoin Trust position peaked at $3.2M in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.