Compass Financial 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
$213K Hold
3,476
0.1% 49
2025
Q1
$163K Buy
3,476
+1,649
+90% +$77.2K 0.09% 48
2024
Q4
$96.9K Buy
+1,827
New +$96.9K 0.05% 51