Fermata Advisors’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
$1.95M Buy
31,835
+3,686
+13% +$226K 0.52% 59
2025
Q1
$1.32M Buy
28,149
+1,872
+7% +$87.6K 0.24% 89
2024
Q4
$1.39M Buy
26,277
+20,394
+347% +$1.08M 0.26% 79
2024
Q3
$213K Buy
+5,883
New +$213K 0.04% 230