Cary Street Partners Investment Advisory’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
$11.4K Hold
186
0.01% 512
2025
Q1
$8.71K Hold
186
0.01% 492
2024
Q4
$9.87K Sell
186
-20,968
-99% -$1.11M 0.01% 442
2024
Q3
$764K Buy
21,154
+6,772
+47% +$245K 0.03% 404
2024
Q2
$491K Buy
14,382
+2,955
+26% +$101K 0.02% 473
2024
Q1
$462K Buy
+11,427
New +$462K 0.02% 471