Beacon Financial Group’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
$971K Sell
15,858
-348
-2% -$21.3K 0.1% 170
2025
Q1
$759K Sell
16,206
-4,177
-20% -$196K 0.08% 181
2024
Q4
$1.08M Buy
20,383
+1,390
+7% +$73.7K 0.12% 151
2024
Q3
$686K Buy
18,993
+11,793
+164% +$426K 0.07% 192
2024
Q2
$246K Buy
7,200
+346
+5% +$11.8K 0.03% 292
2024
Q1
$277K Buy
+6,854
New +$277K 0.03% 282