Sound Income Strategies’s iShares Bitcoin Trust IBIT Stock Holding History

Sound Income Strategies’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	–	Sell	-711	Closed	-$27.5K	–	1351
2026 Q1	$27.5K	Hold	711	–	–	﹤0.01%	1056
2025 Q4	$38.6K	Sell	711 -474	-40%	-$26.9K	﹤0.01%	893
2025 Q3	$81.5K	Buy	1,185 +1,040	+717%	+$67.6K	﹤0.01%	448
2025 Q2	$8.88K	Buy	145 +3	+2%	+$168	﹤0.01%	966
2025 Q1	$6.65K	Sell	142 -600	-81%	-$31.8K	﹤0.01%	1001
2024 Q4	$39.4K	Hold	742	–	–	﹤0.01%	526
2024 Q3	$26.8K	Hold	742	–	–	﹤0.01%	578
2024 Q2	$25.3K	Hold	742	–	–	﹤0.01%	573
2024 Q1	$30K	Buy	+742	New	+$23.1K	﹤0.01%	522

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

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

Sound Income Strategies sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 711 shares — an estimated $27.5K sold.

Sound Income Strategies first reported a position in IBIT in Q1 2024 and held it in 9 quarters. The position peaked at $81.5K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Sound Income Strategies reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 711 iShares Bitcoin Trust shares in Q2 2026, an estimated $27.5K.
Sound Income Strategies first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 9 quarters.
Sound Income Strategies's iShares Bitcoin Trust position peaked at $81.5K in Q3 2025.
1,166 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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