Heritage Wealth Partners’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 Q1	–	Sell	-9,235	Closed	-$490K	–	68
2024 Q4	$490K	Buy	+9,235	New	+$490K	0.61%	34
2024 Q3	–	Sell	-18,557	Closed	-$634K	–	70
2024 Q2	$634K	Buy	+18,557	New	+$634K	0.92%	27