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Barrett & Company’s iShares Bitcoin Trust IBIT Stock Holding History

Barrett & Company’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$64.6K Sell
1,055
-1,900
-64% -$116K 0.02% 266
2025
Q1 		$138K Buy
2,955
+200
+7% +$9.36K 0.06% 162
2024
Q4 		$146K Buy
+2,755
New +$146K 0.06% 158