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Fonville Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Fonville Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Buy
22,590
+3,953
+21% +$242K 0.35% 53
2025
Q1 		$872K Buy
+18,637
New +$872K 0.26% 60