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 |
|