Commonwealth Equity Services’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
$36.5M Buy
595,930
+11,343
+2% +$694K 0.05% 379
2025
Q1
$27.4M Buy
584,587
+77,576
+15% +$3.63M 0.04% 441
2024
Q4
$26.9M Buy
507,011
+172,963
+52% +$9.18M 0.04% 427
2024
Q3
$12.1M Buy
334,048
+30,543
+10% +$1.1M 0.02% 740
2024
Q2
$10.4M Buy
303,505
+47,430
+19% +$1.62M 0.02% 793
2024
Q1
$10.4M Buy
+256,075
New +$10.4M 0.02% 775