Kestra Advisory Services’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 | $13M | Buy |
213,115
+43,606
| +26% | +$2.67M | 0.06% | 305 |
|
|
2025
Q1 | $7.93M | Buy |
169,509
+7,383
| +5% | +$346K | 0.04% | 416 |
|
|
2024
Q4 | $8.6M | Buy |
162,126
+17,170
| +12% | +$911K | 0.05% | 394 |
|
|
2024
Q3 | $5.24M | Buy |
144,956
+11,401
| +9% | +$412K | 0.03% | 572 |
|
|
2024
Q2 | $4.56M | Buy |
133,555
+43,382
| +48% | +$1.48M | 0.03% | 619 |
|
|
2024
Q1 | $3.65M | Buy |
+90,173
| New | +$3.65M | 0.02% | 630 |
|