Fiduciary Alliance’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
$19.2M Buy
313,198
+42,283
+16% +$2.59M 1.43% 10
2025
Q1
$12.7M Buy
270,915
+27,604
+11% +$1.29M 1.25% 17
2024
Q4
$12.9M Buy
243,311
+23,138
+11% +$1.23M 1.3% 12
2024
Q3
$7.95M Buy
220,173
+31,505
+17% +$1.14M 1.06% 30
2024
Q2
$6.64M Buy
188,668
+53,318
+39% +$1.88M 1.08% 32
2024
Q1
$5.38M Buy
+135,350
New +$5.38M 0.95% 33