HighMark 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	$52K	Hold	850	–	–	0.03%	155
2025 Q1	$39.8K	Buy	850 +400	+89%	+$18.7K	0.02%	143
2024 Q4	$23.9K	Sell	450 -210	-32%	-$11.1K	0.01%	184
2024 Q3	$23.8K	Buy	+660	New	+$23.8K	0.01%	190