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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by Concentrum Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
105,331
Value
$3.51M
% of portfolio
0.8%
Quarters held
7
Since Q4 2024
Holdings of IBIT by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105,331$3.51M0.8%−14,640−12.2%ReducedHolders
Q1 2026119,971$4.61M1.4%−7,304−5.7%ReducedHolders
Q4 2025127,275$6.32M1.8%−6,595−4.9%ReducedHolders
Q3 2025133,870$8.70M2.5%+19,269+16.8%AddedHolders
Q2 2025114,601$7.01M2.2%+1,205+1.1%AddedHolders
Q1 2025113,396$5.31M2.0%+7,508+7.1%AddedHolders
Q4 2024105,888$5.62M2.0%+105,888NewHolders