Allworth Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
28,855
-206
-0.7% -$12.6K 0.01% 507
2025
Q1
$1.55M Buy
29,061
+3,602
+14% +$192K 0.01% 449
2024
Q4
$1.51M Buy
25,459
+6,460
+34% +$384K 0.01% 451
2024
Q3
$686K Buy
18,999
+3,188
+20% +$115K ﹤0.01% 510
2024
Q2
$607K Buy
15,811
+7,224
+84% +$277K ﹤0.01% 531
2024
Q1
$348K Buy
+8,587
New +$348K ﹤0.01% 638