Creative Planning’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
$25.9M Buy
423,576
+111,175
+36% +$6.81M 0.02% 283
2025
Q1
$14.6M Buy
312,401
+69,358
+29% +$3.25M 0.01% 387
2024
Q4
$12.9M Buy
243,043
+56,939
+31% +$3.02M 0.01% 384
2024
Q3
$6.72M Buy
186,104
+1,632
+0.9% +$59K 0.01% 552
2024
Q2
$6.3M Buy
184,472
+51,420
+39% +$1.76M 0.01% 547
2024
Q1
$5.38M Buy
+133,052
New +$5.38M 0.01% 578