Glassman Wealth Services’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
$891K Buy
14,554
+130
+0.9% +$7.96K 0.14% 24
2025
Q1
$675K Buy
+14,424
New +$675K 0.11% 32
2024
Q4
Sell
-8,780
Closed -$317K 186
2024
Q3
$317K Hold
8,780
0.05% 53
2024
Q2
$300K Hold
8,780
0.06% 55
2024
Q1
$355K Buy
+8,780
New +$355K 0.07% 44