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

AE 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 		$3.26M Buy
53,248
+30,227
+131% +$1.85M 0.02% 433
2025
Q1 		$1.08M Buy
23,021
+8,299
+56% +$388K 0.01% 688
2024
Q4 		$781K Buy
+14,722
New +$781K 0.01% 769