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Clifford Swan Investment Counsel’s iShares Bitcoin Trust IBIT Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$514K Buy
8,390
+1,652
+25% +$101K 0.02% 220
2025
Q1 		$315K Buy
+6,738
New +$315K 0.01% 259