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Accredited Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Accredited Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.5K Sell
515
-135
-21% -$8.26K 0.03% 170
2025
Q1 		$30.4K Sell
650
-990
-60% -$46.3K 0.03% 156
2024
Q4 		$87K Buy
+1,640
New +$87K 0.08% 111