Convergence Financial’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
$2.91M Buy
47,528
+33,541
+240% +$2.05M 0.5% 40
2025
Q1
$655K Buy
13,987
+7,359
+111% +$344K 0.13% 88
2024
Q4
$352K Buy
+6,628
New +$352K 0.07% 113