Bartlett & Co 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	$67K	Hold	1,095	–	–	﹤0.01%	615
2025 Q1	$51.3K	Buy	1,095 +170	+18%	+$7.96K	﹤0.01%	643
2024 Q4	$49.1K	Buy	+925	New	+$49.1K	﹤0.01%	656
2024 Q2	–	Sell	-75	Closed	-$3.04K	–	1152
2024 Q1	$3.04K	Buy	+75	New	+$3.04K	﹤0.01%	1011