Cerity 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
$63.5M Buy
1,038,059
+639,678
+161% +$39.2M 0.11% 168
2025
Q1
$18.6M Buy
398,381
+55,382
+16% +$2.59M 0.04% 348
2024
Q4
$18.2M Buy
342,999
+154,494
+82% +$8.2M 0.04% 330
2024
Q3
$6.81M Buy
188,505
+64,396
+52% +$2.33M 0.02% 606
2024
Q2
$4.24M Buy
+124,109
New +$4.24M 0.01% 653