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Sound Income Strategies’s Bitwise Bitcoin ETF BITB Stock Holding History

Sound Income Strategies’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
7,852
-237
-3% -$9.24K 0.01% 413
2026
Q1 		$299K Buy
8,089
+64
+0.8% +$2.65K 0.01% 325
2025
Q4 		$416K Buy
8,025
+6,189
+337% +$337K 0.02% 283
2025
Q3 		$121K Buy
1,836
+733
+66% +$45.7K 0.01% 375
2025
Q2 		$64.6K Hold
1,103
– – ﹤0.01% 470
2025
Q1 		$49.5K Hold
1,103
– – ﹤0.01% 506
2024
Q4 		$56.1K Hold
1,103
– – ﹤0.01% 436
2024
Q3 		$38.2K Hold
1,103
– – ﹤0.01% 509
2024
Q2 		$36.1K Hold
1,103
– – ﹤0.01% 503
2024
Q1 		$42.7K Buy
+1,103
New +$32.9K ﹤0.01% 438

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Sound Income Strategies's BITB Position: Q2 2026 in Review

Sound Income Strategies reduced its Bitwise Bitcoin ETF (BITB) stake by 2.9% in Q2 2026, selling an estimated $9.24K and leaving 7,852 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #413.

Sound Income Strategies first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 209 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Sound Income Strategies held 7,852 shares of Bitwise Bitcoin ETF worth $250K as of Q2 2026.
  • Sound Income Strategies sold 237 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $9.24K.
  • Bitwise Bitcoin ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #413 holding.
  • Sound Income Strategies first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • Sound Income Strategies's Bitwise Bitcoin ETF position peaked at $416K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.