Great Valley Advisor Group’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 | $2.14M | Buy |
34,919
+9,978
| +40% | +$611K | 0.05% | 303 |
|
|
2025
Q1 | $1.17M | Buy |
24,941
+17,443
| +233% | +$817K | 0.03% | 418 |
|
|
2024
Q4 | $397K | Buy |
7,498
+1,795
| +31% | +$95.1K | 0.01% | 623 |
|
|
2024
Q3 | $206K | Buy |
+5,703
| New | +$206K | 0.01% | 797 |
|
|
2024
Q2 | – | Sell |
-5,600
| Closed | -$227K | – | 791 |
|
|
2024
Q1 | $227K | Buy |
+5,600
| New | +$227K | 0.01% | 675 |
|