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Bernard Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bernard Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$141K Buy
2,300
+50
+2% +$3.06K 0.07% 72
2025
Q1 		$105K Buy
2,250
+1,000
+80% +$46.8K 0.05% 82
2024
Q4 		$66.3K Buy
+1,250
New +$66.3K 0.03% 108