Axiom Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$13.9M Buy
399,773
+336,953
+536% +$11.7M 0.13% 38
2024
Q2
$2.34M Buy
+62,820
New +$2.35M 0.03% 94

Other funds holding IBIT

Axiom Advisory's IBIT Position: Q3 2024 in Review

Axiom Advisory increased its iShares Bitcoin Trust (IBIT) stake by 536% in Q3 2024, buying an estimated $11.7M and bringing the position to 399,773 shares worth $13.9M. The position accounts for 0.13% of the portfolio, ranked #38.

Axiom Advisory first reported a position in IBIT in Q2 2024 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold IBIT as of Q3 2024.

  • Axiom Advisory held 399,773 shares of iShares Bitcoin Trust worth $13.9M as of Q3 2024.
  • Axiom Advisory bought 336,953 iShares Bitcoin Trust shares in Q3 2024, an estimated $11.7M.
  • iShares Bitcoin Trust made up 0.13% of Axiom Advisory's portfolio in Q3 2024, its #38 holding.
  • Axiom Advisory first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.