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Holistic Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Holistic Financial Partners’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 		$388K Hold
6,337
– – 0.17% 68
2025
Q1 		$297K Sell
6,337
-14
-0.2% -$655 0.14% 81
2024
Q4 		$337K Buy
6,351
+14
+0.2% +$743 0.17% 78
2024
Q3 		$229K Hold
6,337
– – 0.11% 105
2024
Q2 		$216K Buy
+6,337
New +$216K 0.11% 107