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Clarity Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Clarity Asset Management’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 		– Sell
-28
Closed -$1.06K – 159
2026
Q1 		$1.06K Hold
28
– – ﹤0.01% 277
2025
Q4 		$1.37K Hold
28
– – ﹤0.01% 236
2025
Q3 		$1.8K Buy
+28
New +$1.82K ﹤0.01% 237

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
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

Clarity Asset Management's IBIT Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 28 shares — an estimated $1.06K sold.

Clarity Asset Management first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $1.8K in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 28 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.06K.
  • Clarity Asset Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Clarity Asset Management's iShares Bitcoin Trust position peaked at $1.8K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.