Cascade Financial Partners’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
$475K Buy
7,767
+1,995
+35% +$122K 0.06% 165
2025
Q1
$270K Buy
5,772
+839
+17% +$39.3K 0.03% 203
2024
Q4
$262K Buy
+4,933
New +$262K 0.03% 205