Asset Dedication LLC’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
$924K Buy
15,092
+1,799
+14% +$110K 0.07% 165
2025
Q1
$622K Buy
13,293
+11,885
+844% +$556K 0.05% 192
2024
Q4
$74.7K Buy
1,408
+597
+74% +$31.7K 0.01% 412
2024
Q3
$29.3K Buy
811
+279
+52% +$10.1K ﹤0.01% 605
2024
Q2
$18.2K Buy
+532
New +$18.2K ﹤0.01% 700