Corient Private Wealth’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 | $19.5M | Buy |
319,133
+18,538
| +6% | +$1.13M | 0.02% | 433 |
|
|
2025
Q1 | $14.1M | Sell |
300,595
-27,444
| -8% | -$1.28M | 0.02% | 445 |
|
|
2024
Q4 | $13.4M | Buy |
328,039
+81,253
| +33% | +$3.33M | 0.02% | 450 |
|
|
2024
Q3 | $8.92M | Sell |
246,786
-76,487
| -24% | -$2.76M | 0.01% | 574 |
|
|
2024
Q2 | $11M | Buy |
323,273
+60,267
| +23% | +$2.06M | 0.02% | 507 |
|
|
2024
Q1 | $10.6M | Buy |
+263,006
| New | +$10.6M | 0.02% | 511 |
|