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FRG Family Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

FRG Family Wealth Advisors’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 		$371K Sell
6,065
-1,545
-20% -$94.6K 0.06% 119
2025
Q1 		$356K Buy
7,610
+2,268
+42% +$106K 0.07% 113
2024
Q4 		$283K Buy
+5,342
New +$283K 0.05% 133