Avantax Advisory Services’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	$12.6M	Buy	205,075 +140,013	+215%	+$8.57M	0.07%	215
2025 Q1	$3.05M	Buy	65,062 +43,344	+200%	+$2.03M	0.02%	572
2024 Q4	$1.15M	Buy	+21,718	New	+$1.15M	0.01%	974