Birch Hill Investment 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
$673K Hold
11,000
0.03% 130
2025
Q1
$515K Sell
11,000
-3,300
-23% -$154K 0.02% 139
2024
Q4
$759K Sell
14,300
-1,500
-9% -$79.6K 0.04% 120
2024
Q3
$571K Hold
15,800
0.03% 132
2024
Q2
$539K Hold
15,800
0.03% 131
2024
Q1
$639K Buy
+15,800
New +$639K 0.03% 118