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Embree Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
6,814
+761
+13% +$46.6K 0.06% 145
2025
Q1
$283K Buy
6,053
+809
+15% +$37.9K 0.05% 171
2024
Q4
$278K Buy
+5,244
New +$278K 0.05% 163
2024
Q2
Sell
-6,745
Closed -$273K 187
2024
Q1
$273K Buy
+6,745
New +$273K 0.05% 159