Clearstead Advisors’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 | $2.14M | Buy |
34,914
+5,319
| +18% | +$326K | 0.03% | 306 |
|
|
2025
Q1 | $1.39M | Buy |
29,595
+9,012
| +44% | +$422K | 0.02% | 353 |
|
|
2024
Q4 | $1.09M | Buy |
20,583
+13,253
| +181% | +$703K | 0.02% | 395 |
|
|
2024
Q3 | $265K | Buy |
7,330
+740
| +11% | +$26.7K | ﹤0.01% | 760 |
|
|
2024
Q2 | $225K | Buy |
6,590
+4,070
| +162% | +$139K | ﹤0.01% | 789 |
|
|
2024
Q1 | $90.7K | Buy |
+2,520
| New | +$90.7K | ﹤0.01% | 624 |
|