AssuredPartners Investment 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	$602K	Buy	9,842 +4,474	+83%	+$274K	0.15%	110
2025 Q1	$251K	Sell	5,368 -12,426	-70%	-$582K	0.05%	284
2024 Q4	$944K	Buy	+17,794	New	+$944K	0.18%	124