Clear Creek Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

Clear Creek Financial 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	$477K	Sell	14,341 -496	-3%	-$20.2K	0.03%	428
2026 Q1	$570K	Sell	14,837 -8,909	-38%	-$386K	0.04%	361
2025 Q4	$1.18M	Buy	23,746 +1,122	+5%	+$63.7K	0.1%	205
2025 Q3	$1.47M	Buy	22,624 +4,303	+23%	+$280K	0.13%	168
2025 Q2	$1.12M	Buy	18,321 +6,299	+52%	+$353K	0.11%	204
2025 Q1	$563K	Buy	12,022 +3,248	+37%	+$172K	0.06%	295
2024 Q4	$465K	Buy	+8,774	New	+$414K	0.05%	304

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Clear Creek Financial Management's IBIT Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares Bitcoin Trust (IBIT) stake by 3.3% in Q2 2026, selling an estimated $20.2K and leaving 14,341 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #428.

Clear Creek Financial Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2025. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Clear Creek Financial Management held 14,341 shares of iShares Bitcoin Trust worth $477K as of Q2 2026.
Clear Creek Financial Management sold 496 iShares Bitcoin Trust shares in Q2 2026, an estimated $20.2K.
iShares Bitcoin Trust made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #428 holding.
Clear Creek Financial Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Clear Creek Financial Management's iShares Bitcoin Trust position peaked at $1.47M in Q3 2025.
606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.