Great Valley Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

Great Valley Advisor Group’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.45M	Buy
2025 Q2	$2.14M	Buy
2025 Q1	$1.17M	Buy
2024 Q4	$397K	Buy
2024 Q3	$206K	Buy
2024 Q2	–	Sell
2024 Q1	$227K	Buy