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

Evercore Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$940K	Sell
2025 Q1	$845K	Buy
2024 Q4	$904K	Buy
2024 Q3	$488K	Buy
2024 Q2	$262K	Buy
2024 Q1	$292K	Buy