Creekmur Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$176K Buy
2,711
+562
+26% +$36.6K 0.03% 214
2025
Q2
$132K Buy
2,149
+577
+37% +$32.3K 0.02% 256
2025
Q1
$73.6K Buy
1,572
+592
+60% +$31.3K 0.02% 273
2024
Q4
$52K Hold
980
– – 0.01% 228
2024
Q3
$35.4K Buy
980
+250
+34% +$8.68K 0.01% 278
2024
Q2
$24.9K Hold
730
– – 0.01% 343
2024
Q1
$29.5K Buy
+730
New +$22.8K 0.01% 326

Other funds holding IBIT

Creekmur Asset Management's IBIT Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q3 2025, buying an estimated $36.6K and bringing the position to 2,711 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #214.

Creekmur Asset Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. 1,629 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Creekmur Asset Management held 2,711 shares of iShares Bitcoin Trust worth $176K as of Q3 2025.
  • Creekmur Asset Management bought 562 iShares Bitcoin Trust shares in Q3 2025, an estimated $36.6K.
  • iShares Bitcoin Trust made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #214 holding.
  • Creekmur Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,629 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.