Bordeaux Wealth 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	$2.13M	Buy	34,877 +1,165	+3%	+$71.3K	0.27%	39
2025 Q1	$1.58M	Sell	33,712 -1,812	-5%	-$84.8K	0.29%	46
2024 Q4	$1.88M	Buy	35,524 +972	+3%	+$51.6K	0.3%	42
2024 Q3	$1.25M	Buy	+34,552	New	+$1.25M	0.23%	49