Aprio Wealth Management’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	$3.39M	Buy	55,302 +16,782	+44%	+$1.03M	0.38%	46
2025 Q1	$1.8M	Buy	38,520 +16,666	+76%	+$780K	0.23%	71
2024 Q4	$1.16M	Buy	+21,854	New	+$1.16M	0.17%	79