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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
2025
Q4 		– Sell
-1,800
Closed -$117K – 1815
2025
Q3 		$117K Buy
1,800
+800
+80% +$52K ﹤0.01% 1414
2025
Q2 		$61.2K Buy
1,000
+900
+900% +$50.4K ﹤0.01% 1346
2025
Q1 		$4.68K Buy
+100
New +$5.29K ﹤0.01% 1235

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
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 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

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. 678 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.
  • 678 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.