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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Buy	7,483 +252	+3%	+$15.4K	0.05%	236
2025 Q1	$338K	Buy	7,231 +87	+1%	+$4.07K	0.05%	266
2024 Q4	$379K	Hold	7,144	–	–	0.08%	228
2024 Q3	$258K	Hold	7,144	–	–	0.06%	281
2024 Q2	$244K	Buy	+7,144	New	+$244K	0.06%	255