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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
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

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
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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. 244 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.
  • 244 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.