CWM
IBIT icon

Circle Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Circle Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$245K Buy
5,224
+89
+2% +$4.17K 0.01% 204
2024
Q4 		$272K Buy
+5,135
New +$272K 0.01% 202