Beacon Financial Advisory’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
$380K Buy
6,210
+916
+17% +$56.1K 0.1% 235
2025
Q1
$248K Buy
5,294
+819
+18% +$38.3K 0.08% 281
2024
Q4
$237K Sell
4,475
-2,528
-36% -$134K 0.08% 262
2024
Q3
$253K Buy
+7,003
New +$253K 0.09% 249