Aptus Capital Advisors’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
$1.35M Buy
21,978
+1,958
+10% +$120K 0.01% 468
2025
Q1
$937K Buy
20,020
+1,109
+6% +$51.9K 0.01% 518
2024
Q4
$1M Buy
18,911
+4,374
+30% +$232K 0.01% 496
2024
Q3
$525K Buy
14,537
+5,083
+54% +$184K 0.01% 523
2024
Q2
$323K Buy
9,454
+2,058
+28% +$70.3K 0.01% 600
2024
Q1
$299K Buy
+7,396
New +$299K 0.01% 625