Heirloom 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	$7.01M	Buy	114,578 +2,026	+2%	+$124K	1.85%	18
2025 Q1	$5.27M	Buy	112,552 +46,456	+70%	+$2.17M	1.51%	22
2024 Q4	$3.51M	Buy	+66,096	New	+$3.51M	1.05%	23