CWS
Cypress Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
15,561
+644
| +4% | +$39.4K | 0.17% | 104 |
|
|
2025
Q1 | $698K | Buy |
14,917
+2,614
| +21% | +$122K | 0.14% | 119 |
|
|
2024
Q4 | $653K | Buy |
12,303
+4,938
| +67% | +$262K | 0.13% | 121 |
|
|
2024
Q3 | $266K | Buy |
7,365
+1,241
| +20% | +$44.8K | 0.06% | 223 |
|
|
2024
Q2 | $209K | Buy |
+6,124
| New | +$209K | 0.05% | 240 |
|