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Concurrent Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.12M Buy
83,646
+47,897
+134% +$2.93M 0.1% 214
2025
Q1
$1.67M Sell
35,749
-54,844
-61% -$2.57M 0.04% 405
2024
Q4
$4.81M Buy
90,593
+81,146
+859% +$4.3M 0.13% 162
2024
Q3
$341K Sell
9,447
-1,559
-14% -$56.3K 0.01% 731
2024
Q2
$376K Buy
11,006
+4,302
+64% +$147K 0.01% 663
2024
Q1
$271K Buy
+6,704
New +$271K 0.01% 695