BlackDiamond 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
$1.58M Sell
26,449
-2,565
-9% -$153K 0.91% 33
2025
Q1
$1.7M Buy
29,014
+1,792
+7% +$105K 1.15% 31
2024
Q4
$1.44M Buy
27,222
+21,479
+374% +$1.14M 0.83% 35
2024
Q3
$293K Buy
+5,743
New +$293K 0.18% 124