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CMH Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

CMH Wealth 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
-7,799
Closed -$300K – 119
2026
Q1 		$300K Buy
+7,799
New +$338K 0.05% 103
2025
Q2 		– Sell
-7,183
Closed -$336K – 56
2025
Q1 		$336K Buy
+7,183
New +$380K 0.08% 46

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CMH Wealth Management's IBIT Position: Q2 2026 in Review

CMH Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 7,799 shares — an estimated $300K sold.

CMH Wealth Management first reported a position in IBIT in Q1 2025 and held it in 2 quarters. The position peaked at $336K in Q1 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CMH Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • CMH Wealth Management sold 7,799 iShares Bitcoin Trust shares in Q2 2026, an estimated $300K.
  • CMH Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 2 quarters.
  • CMH Wealth Management's iShares Bitcoin Trust position peaked at $336K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.