Financial Engines 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
$32.4M Buy
529,888
+122,578
+30% +$7.5M 0.06% 62
2025
Q1
$19.1M Buy
407,310
+87,752
+27% +$4.11M 0.04% 69
2024
Q4
$17M Buy
319,558
+67,660
+27% +$3.59M 0.04% 76
2024
Q3
$9.1M Buy
251,898
+96,570
+62% +$3.49M 0.02% 88
2024
Q2
$5.3M Buy
155,328
+84,327
+119% +$2.88M 0.01% 118
2024
Q1
$2.87M Buy
+71,001
New +$2.87M 0.01% 142