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Heritage Family Offices’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Family Offices’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$876K Hold
18,413
– – 0.44% 56
2025
Q1 		$862K Buy
18,413
+3,078
+20% +$144K 0.44% 55
2024
Q4 		$814K Buy
+15,335
New +$814K 0.41% 57