Beaird Harris 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
$136K Hold
2,214
0.01% 155
2025
Q1
$104K Buy
2,214
+4
+0.2% +$187 0.01% 166
2024
Q4
$117K Buy
2,210
+5
+0.2% +$265 0.01% 160
2024
Q3
$79.7K Sell
2,205
-2,021
-48% -$73K 0.01% 198
2024
Q2
$144K Buy
4,226
+539
+15% +$18.4K 0.01% 144
2024
Q1
$149K Buy
+3,687
New +$149K 0.01% 136