Financial Advocates Investment Management’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
$397K Sell
6,487
-12,889
-67% -$789K 0.03% 417
2025
Q1
$907K Sell
19,376
-4,209
-18% -$197K 0.06% 297
2024
Q4
$1.25M Buy
23,585
+17,387
+281% +$922K 0.07% 251
2024
Q3
$224K Buy
+6,198
New +$224K 0.01% 685