Mainstream Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Mainstream Capital 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	$316K	Buy	9,494 +1,210	+15%	+$49.2K	0.19%	79
2026 Q1	$318K	Hold	8,284	–	–	0.21%	75
2025 Q4	$411K	Buy	8,284 +2,166	+35%	+$123K	0.27%	67
2025 Q3	$398K	Buy	6,118 +1,718	+39%	+$112K	0.26%	71
2025 Q2	$269K	Hold	4,400	–	–	0.2%	78
2025 Q1	$206K	Hold	4,400	–	–	0.16%	84
2024 Q4	$233K	Buy	+4,400	New	+$208K	0.16%	83

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 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

Mainstream Capital Management's IBIT Position: Q2 2026 in Review

Mainstream Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, buying an estimated $49.2K and bringing the position to 9,494 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #79.

Mainstream Capital Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q4 2025. 297 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Mainstream Capital Management held 9,494 shares of iShares Bitcoin Trust worth $316K as of Q2 2026.
Mainstream Capital Management bought 1,210 iShares Bitcoin Trust shares in Q2 2026, an estimated $49.2K.
iShares Bitcoin Trust made up 0.19% of Mainstream Capital Management's portfolio in Q2 2026, its #79 holding.
Mainstream Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Mainstream Capital Management's iShares Bitcoin Trust position peaked at $411K in Q4 2025.
297 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mainstream Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.