Independent Advisor Alliance’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
$221K Buy
+3,608
New +$221K 0.01% 815
2025
Q1
Sell
-136,542
Closed -$7.24M 1060
2024
Q4
$7.24M Buy
136,542
+130,199
+2,053% +$6.91M 0.1% 203
2024
Q3
$229K Sell
6,343
-4,627
-42% -$167K 0.01% 629
2024
Q2
$375K Buy
10,970
+5,194
+90% +$177K 0.01% 520
2024
Q1
$234K Buy
+5,776
New +$234K 0.01% 627