Beacon Pointe Advisors’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
$3.29M Buy
53,771
+4,345
+9% +$266K 0.03% 383
2025
Q1
$2.31M Buy
49,426
+14,305
+41% +$670K 0.03% 434
2024
Q4
$1.86M Buy
35,121
+7,278
+26% +$386K 0.02% 471
2024
Q3
$1.01M Buy
27,843
+5,232
+23% +$189K 0.01% 632
2024
Q2
$772K Sell
22,611
-4,777
-17% -$163K 0.01% 711
2024
Q1
$1.11M Buy
+27,388
New +$1.11M 0.01% 656