Edge Capital Group’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$4.1M Buy
77,251
+19,745
+34% +$932K 0.18% 103
2024
Q3
$2.08M Buy
57,506
+30,140
+110% +$1.05M 0.09% 123
2024
Q2
$934K Hold
27,366
0.05% 170
2024
Q1
$1.11M Buy
+27,366
New +$854K 0.06% 158

Other funds holding IBIT

Edge Capital Group's IBIT Position: Q4 2024 in Review

Edge Capital Group increased its iShares Bitcoin Trust (IBIT) stake by 34% in Q4 2024, buying an estimated $932K and bringing the position to 77,251 shares worth $4.1M. The position accounts for 0.18% of the portfolio, ranked #103.

Edge Capital Group first reported a position in IBIT in Q1 2024 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Edge Capital Group held 77,251 shares of iShares Bitcoin Trust worth $4.1M as of Q4 2024.
  • Edge Capital Group bought 19,745 iShares Bitcoin Trust shares in Q4 2024, an estimated $932K.
  • iShares Bitcoin Trust made up 0.18% of Edge Capital Group's portfolio in Q4 2024, its #103 holding.
  • Edge Capital Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.