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Carret Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Carret Asset 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 		$329K Sell
5,373
-26
-0.5% -$1.59K 0.04% 226
2025
Q1 		$253K Hold
5,399
– – 0.03% 242
2024
Q4 		$286K Buy
+5,399
New +$286K 0.03% 235