Cornerstone Planning Group’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 | $365K | Buy |
5,652
+239
| +4% | +$15.4K | 0.07% | 59 |
|
|
2025
Q1 | $288K | Buy |
5,413
+711
| +15% | +$37.8K | 0.07% | 71 |
|
|
2024
Q4 | $271K | Hold |
4,702
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $194K | Hold |
4,702
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $143K | Buy |
4,702
+4,652
| +9,304% | +$142K | 0.04% | 104 |
|
|
2024
Q1 | $1.77K | Buy |
+50
| New | +$1.77K | ﹤0.01% | 681 |
|