HBK Sorce 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 | $991K | Buy |
16,188
+1,108
| +7% | +$67.8K | 0.03% | 226 |
|
|
2025
Q1 | $706K | Buy |
15,080
+5,852
| +63% | +$274K | 0.02% | 272 |
|
|
2024
Q4 | $490K | Buy |
9,228
+2,525
| +38% | +$134K | 0.01% | 342 |
|
|
2024
Q3 | $242K | Buy |
+6,703
| New | +$242K | 0.01% | 495 |
|
|
2024
Q2 | – | Sell |
-6,003
| Closed | -$243K | – | 585 |
|
|
2024
Q1 | $243K | Buy |
+6,003
| New | +$243K | 0.01% | 510 |
|