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CCM Investment Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

CCM Investment Advisers’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 		$462K Hold
13,885
– – 0.04% 72
2026
Q1 		$533K Hold
13,885
– – 0.05% 70
2025
Q4 		$689K Hold
13,885
– – 0.07% 63
2025
Q3 		$903K Hold
13,885
– – 0.09% 62
2025
Q2 		$850K Hold
13,885
– – 0.09% 59
2025
Q1 		$650K Hold
13,885
– – 0.08% 58
2024
Q4 		$744K Buy
13,885
+6,140
+79% +$290K 0.08% 61
2024
Q3 		$280K Buy
+7,745
New +$269K 0.03% 68

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCM Investment Advisers's IBIT Position: Q2 2026 in Review

CCM Investment Advisers held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 13,885 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #72.

CCM Investment Advisers first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $903K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CCM Investment Advisers held 13,885 shares of iShares Bitcoin Trust worth $462K as of Q2 2026.
  • CCM Investment Advisers left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of CCM Investment Advisers's portfolio in Q2 2026, its #72 holding.
  • CCM Investment Advisers first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • CCM Investment Advisers's iShares Bitcoin Trust position peaked at $903K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.