Commonwealth Retirement Investments’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
$245K Buy
+4,000
New +$245K 0.09% 105
2025
Q1
Sell
-13,500
Closed -$716K 97
2024
Q4
$716K Buy
13,500
+2,500
+23% +$133K 0.29% 70
2024
Q3
$397K Buy
11,000
+5,000
+83% +$181K 0.17% 81
2024
Q2
$205K Sell
6,000
-5,000
-45% -$171K 0.09% 89
2024
Q1
$445K Buy
+11,000
New +$445K 0.21% 69