Beacon Financial 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
2025
Q3
$662K Buy
2025
Q2
$380K Buy
2025
Q1
$248K Buy
2024
Q4
$237K Sell
2024
Q3
$253K Buy