Concurrent Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Concurrent Investment Advisors’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	$3.44M	Buy	103,456 +9,140	+10%	+$372K	0.03%	542
2026 Q1	$3.62M	Buy	94,316 +5,402	+6%	+$234K	0.04%	433
2025 Q4	$4.41M	Buy	88,914 +31,073	+54%	+$1.77M	0.05%	360
2025 Q3	$3.76M	Sell	57,841 -25,805	-31%	-$1.68M	0.06%	297
2025 Q2	$5.12M	Buy	83,646 +47,897	+134%	+$2.68M	0.1%	215
2025 Q1	$1.67M	Sell	35,749 -54,844	-61%	-$2.9M	0.04%	407
2024 Q4	$4.81M	Buy	90,593 +81,146	+859%	+$3.83M	0.13%	163
2024 Q3	$341K	Sell	9,447 -1,559	-14%	-$54.1K	0.01%	737
2024 Q2	$376K	Buy	11,006 +4,302	+64%	+$161K	0.01%	672
2024 Q1	$271K	Buy	+6,704	New	+$209K	0.01%	700

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concurrent Investment Advisors's IBIT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 9.7% in Q2 2026, buying an estimated $372K and bringing the position to 103,456 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #542.

Concurrent Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.12M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Concurrent Investment Advisors held 103,456 shares of iShares Bitcoin Trust worth $3.44M as of Q2 2026.
Concurrent Investment Advisors bought 9,140 iShares Bitcoin Trust shares in Q2 2026, an estimated $372K.
iShares Bitcoin Trust made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #542 holding.
Concurrent Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares Bitcoin Trust position peaked at $5.12M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.