Focus Partners Wealth’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
$7.5M Buy
122,530
+47,435
+63% +$2.9M 0.02% 560
2025
Q1
$3.52M Buy
75,095
+6,357
+9% +$298K 0.01% 722
2024
Q4
$3.65M Sell
68,738
-478,824
-87% -$25.4M 0.01% 698
2024
Q3
$11.5M Buy
547,562
+534,533
+4,103% +$11.2M 0.04% 380
2024
Q2
$445K Buy
13,029
+3,469
+36% +$118K ﹤0.01% 972
2024
Q1
$387K Buy
+9,560
New +$387K ﹤0.01% 774