Bull Oak Capital’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
$4.19M Sell
68,522
-66,128
-49% -$4.05M 1.91% 13
2025
Q1
$6.3M Buy
134,650
+9,924
+8% +$465K 3.44% 9
2024
Q4
$6.62M Buy
124,726
+101,030
+426% +$5.36M 3.68% 9
2024
Q3
$856K Buy
23,696
+3,243
+16% +$117K 0.49% 15
2024
Q2
$698K Buy
+20,453
New +$698K 0.45% 13