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Edge Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Edge Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,500
Closed -$239K – 84
2024
Q4 		$239K Buy
+4,500
New +$239K 0.05% 67