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

ClientFirst Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$601K Buy
9,826
+3,100
+46% +$190K 0.61% 19
2025
Q1 		$315K Sell
6,726
-499
-7% -$23.4K 0.36% 30
2024
Q4 		$383K Buy
+7,225
New +$383K 0.39% 26