CSIC
IBIT icon

Clifford Swan Investment Counsel’s iShares Bitcoin Trust IBIT Stock Holding History

Clifford Swan Investment Counsel’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 		$218K Sell
6,556
-859
-12% -$34.9K 0.01% 325
2026
Q1 		$285K Sell
7,415
-9,451
-56% -$409K 0.01% 275
2025
Q4 		$837K Buy
16,866
+1,585
+10% +$90K 0.03% 182
2025
Q3 		$993K Buy
15,281
+6,891
+82% +$448K 0.03% 179
2025
Q2 		$514K Buy
8,390
+1,652
+25% +$92.6K 0.02% 220
2025
Q1 		$315K Buy
+6,738
New +$357K 0.01% 259

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clifford Swan Investment Counsel's IBIT Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, selling an estimated $34.9K and leaving 6,556 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #325.

Clifford Swan Investment Counsel first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $993K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Clifford Swan Investment Counsel held 6,556 shares of iShares Bitcoin Trust worth $218K as of Q2 2026.
  • Clifford Swan Investment Counsel sold 859 iShares Bitcoin Trust shares in Q2 2026, an estimated $34.9K.
  • iShares Bitcoin Trust made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #325 holding.
  • Clifford Swan Investment Counsel first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Clifford Swan Investment Counsel's iShares Bitcoin Trust position peaked at $993K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.