Cornerstone Advisory’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
$1.96M Buy
31,993
+2,782
+10% +$170K 0.21% 66
2025
Q1
$1.58M Buy
29,211
+1,212
+4% +$65.4K 0.18% 70
2024
Q4
$1.55M Buy
+27,999
New +$1.55M 0.18% 72