GoalVest Advisory’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
$27.8K Hold
454
0.01% 254
2025
Q1
$21.3K Buy
454
+50
+12% +$2.34K 0.01% 234
2024
Q4
$21.4K Hold
404
0.01% 243
2024
Q3
$14.6K Buy
+404
New +$14.6K ﹤0.01% 293
2024
Q2
Sell
-300
Closed -$12.1K 361
2024
Q1
$12.1K Buy
+300
New +$12.1K ﹤0.01% 298