HB Wealth Management’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	$3.33M	Buy	54,384 +11,337	+26%	+$694K	0.03%	275
2025 Q1	$2.02M	Buy	43,047 +17,782	+70%	+$832K	0.02%	373
2024 Q4	$1.34M	Buy	25,265 +14,254	+129%	+$756K	0.01%	360
2024 Q3	$398K	Buy	11,011 +1,316	+14%	+$47.5K	﹤0.01%	658
2024 Q2	$331K	Buy	+9,695	New	+$331K	﹤0.01%	672