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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
Q1 		– Sell
-19,600
Closed -$10.9K – 633
2025
Q4 		$10.9K Buy
+19,600
New +$1.11M ﹤0.01% 581

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
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
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.