IFP Advisors’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
$1.25M Buy
20,443
+4,930
+32% +$302K 0.04% 508
2025
Q1
$726K Buy
15,513
+3,195
+26% +$150K 0.02% 638
2024
Q4
$653K Buy
12,318
+8,517
+224% +$452K 0.02% 647
2024
Q3
$137K Buy
3,801
+676
+22% +$24.4K 0.01% 1270
2024
Q2
$107K Buy
3,125
+225
+8% +$7.68K ﹤0.01% 1339
2024
Q1
$117K Buy
+2,900
New +$117K 0.01% 1223