Arete Wealth 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 | $4.32M | Buy |
70,335
+39,591
| +129% | +$2.43M | 0.31% | 72 |
|
|
2025
Q1 | $1.44M | Buy |
30,744
+7,613
| +33% | +$356K | 0.11% | 190 |
|
|
2024
Q4 | $1.23M | Buy |
23,131
+9,304
| +67% | +$494K | 0.09% | 223 |
|
|
2024
Q3 | $499K | Sell |
13,827
-2,050
| -13% | -$74K | 0.04% | 375 |
|
|
2024
Q2 | $543K | Buy |
15,877
+2,501
| +19% | +$85.5K | 0.04% | 370 |
|
|
2024
Q1 | $540K | Buy |
+13,376
| New | +$540K | 0.05% | 285 |
|