Guardian Wealth Advisors (North Carolina)’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
$326K Sell
5,325
-140
-3% -$8.57K 0.02% 255
2025
Q1
$256K Sell
5,465
-79
-1% -$3.7K 0.02% 272
2024
Q4
$294K Buy
+5,544
New +$294K 0.02% 251