Cherry Tree Wealth Management’s iShares Bitcoin Premium Income ETF BITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$137K Buy
+2,846
New +$143K 0.03% 198

Other funds holding BITA

Cherry Tree Wealth Management's BITA Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in iShares Bitcoin Premium Income ETF (BITA) in Q2 2026: 2,846 shares worth $137K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings.

3 funds tracked by Wall St. Rank hold BITA as of Q2 2026.

  • Cherry Tree Wealth Management held 2,846 shares of iShares Bitcoin Premium Income ETF worth $137K as of Q2 2026.
  • iShares Bitcoin Premium Income ETF was a new Cherry Tree Wealth Management position in Q2 2026.
  • iShares Bitcoin Premium Income ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #198 holding.
  • 3 funds tracked by Wall St. Rank held iShares Bitcoin Premium Income ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.