JFS Wealth 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
$29.5K Buy
482
+447
+1,277% +$27.4K ﹤0.01% 573
2025
Q1
$1.64K Hold
35
﹤0.01% 1531
2024
Q4
$1.86K Sell
35
-1,029
-97% -$54.6K ﹤0.01% 1509
2024
Q3
$38.4K Hold
1,064
﹤0.01% 513
2024
Q2
$36.3K Buy
1,064
+504
+90% +$17.2K ﹤0.01% 472
2024
Q1
$22.7K Buy
+560
New +$22.7K ﹤0.01% 600