CMA
IBIT icon

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
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

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

Cedar Mountain Advisors's IBIT Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.3% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,781 shares worth $92.6K. The position accounts for 0.02% of the portfolio, ranked #115.

Cedar Mountain Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $155K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cedar Mountain Advisors held 2,781 shares of iShares Bitcoin Trust worth $92.6K as of Q2 2026.
  • Cedar Mountain Advisors bought 35 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.42K.
  • iShares Bitcoin Trust made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #115 holding.
  • Cedar Mountain Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Cedar Mountain Advisors's iShares Bitcoin Trust position peaked at $155K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.