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Cedar Mountain Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Cedar Mountain Advisors’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
Q3 		$132K Hold
2,781
– – 0.02% 90
2026
Q2 		$92.6K Buy
2,781
+35
+1% +$1.42K 0.02% 115
2026
Q1 		$106K Buy
2,746
+190
+7% +$8.23K 0.02% 88
2025
Q4 		$127K Buy
2,556
+179
+8% +$10.2K 0.02% 74
2025
Q3 		$155K Buy
2,377
+30
+1% +$1.95K 0.03% 68
2025
Q2 		$144K Hold
2,347
– – 0.03% 63
2025
Q1 		$110K Hold
2,347
– – 0.02% 67
2024
Q4 		$125K Buy
2,347
+985
+72% +$46.5K 0.03% 66
2024
Q3 		$49.2K Hold
1,362
– – 0.01% 83
2024
Q2 		$46.5K Buy
1,362
+383
+39% +$14.3K 0.01% 74
2024
Q1 		$39.6K Buy
+979
New +$30.5K 0.01% 86

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SA
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cedar Mountain Advisors's IBIT Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 2,781 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #90.

Cedar Mountain Advisors first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $155K in Q3 2025. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Cedar Mountain Advisors held 2,781 shares of iShares Bitcoin Trust worth $132K as of Q3 2026.
  • Cedar Mountain Advisors left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.02% of Cedar Mountain Advisors's portfolio in Q3 2026, its #90 holding.
  • Cedar Mountain Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Cedar Mountain Advisors's iShares Bitcoin Trust position peaked at $155K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.