Glass Jacobson Investment 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
$295K Buy
4,822
+2,712
+129% +$166K 0.11% 148
2025
Q1
$112K Hold
2,110
0.04% 282
2024
Q4
$112K Buy
2,110
+1,050
+99% +$55.7K 0.04% 282
2024
Q3
$38.3K Buy
1,060
+304
+40% +$11K 0.01% 403
2024
Q2
$25.8K Buy
+756
New +$25.8K 0.01% 445