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 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

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Salem Investment Counselors's IBIT Position: Q2 2026 in Review

Salem Investment Counselors reduced its iShares Bitcoin Trust (IBIT) stake by 0.58% in Q2 2026, selling an estimated $18.3K and leaving 77,000 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #155.

Salem Investment Counselors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.8M in Q3 2025. 569 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Salem Investment Counselors held 77,000 shares of iShares Bitcoin Trust worth $2.56M as of Q2 2026.
Salem Investment Counselors sold 450 iShares Bitcoin Trust shares in Q2 2026, an estimated $18.3K.
iShares Bitcoin Trust made up 0.06% of Salem Investment Counselors's portfolio in Q2 2026, its #155 holding.
Salem Investment Counselors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Salem Investment Counselors's iShares Bitcoin Trust position peaked at $3.8M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.