Copperleaf Capital’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
$28.1M Buy
459,138
+4,535
+1% +$278K 14.22% 1
2025
Q1
$21.3M Buy
454,603
+53,176
+13% +$2.49M 12.72% 1
2024
Q4
$21.3M Buy
401,427
+238,264
+146% +$12.6M 13.49% 1
2024
Q3
$5.9M Sell
163,163
-21,494
-12% -$777K 4.52% 3
2024
Q2
$6.3M Buy
184,657
+109,935
+147% +$3.75M 5.04% 3
2024
Q1
$3.02M Buy
+74,722
New +$3.02M 2.62% 6