Avaii 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
$1.26M Buy
20,545
+13,391
+187% +$820K 0.56% 24
2025
Q1
$335K Buy
7,154
+879
+14% +$41.1K 0.18% 78
2024
Q4
$333K Buy
+6,275
New +$333K 0.16% 86