Salem Investment Counselors
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Salem Investment Counselors’s iShares Bitcoin Trust IBIT Stock Holding History

Salem Investment Counselors’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
Q3 		$2.48M Sell
52,480
-24,520
-32% -$989K 0.06% 157
2026
Q2 		$2.56M Sell
77,000
-450
-0.6% -$18.3K 0.06% 155
2026
Q1 		$2.98M Buy
77,450
+18,594
+32% +$805K 0.09% 127
2025
Q4 		$2.92M Buy
58,856
+411
+0.7% +$23.3K 0.08% 128
2025
Q3 		$3.8M Buy
58,445
+1,833
+3% +$119K 0.11% 109
2025
Q2 		$3.47M Buy
56,612
+54,650
+2,785% +$3.06M 0.11% 113
2025
Q1 		$91.8K Buy
1,962
+807
+70% +$42.7K ﹤0.01% 469
2024
Q4 		$61.3K Buy
1,155
+130
+13% +$6.14K ﹤0.01% 542
2024
Q3 		$37K Hold
1,025
– – ﹤0.01% 643
2024
Q2 		$35K Hold
1,025
– – ﹤0.01% 636
2024
Q1 		$41.5K Buy
+1,025
New +$32K ﹤0.01% 592

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Salem Investment Counselors's IBIT Position: Q3 2026 in Review

Salem Investment Counselors reduced its iShares Bitcoin Trust (IBIT) stake by 32% in Q3 2026, selling an estimated $989K and leaving 52,480 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #157.

Salem Investment Counselors first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.8M in Q3 2025. 241 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Salem Investment Counselors held 52,480 shares of iShares Bitcoin Trust worth $2.48M as of Q3 2026.
  • Salem Investment Counselors sold 24,520 iShares Bitcoin Trust shares in Q3 2026, an estimated $989K.
  • iShares Bitcoin Trust made up 0.06% of Salem Investment Counselors's portfolio in Q3 2026, its #157 holding.
  • Salem Investment Counselors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Salem Investment Counselors's iShares Bitcoin Trust position peaked at $3.8M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.