Kingswood 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 | $6.29M | Buy |
102,738
+2,136
| +2% | +$131K | 0.5% | 32 |
|
|
2025
Q1 | $4.71M | Buy |
100,602
+1,155
| +1% | +$54.1K | 0.43% | 39 |
|
|
2024
Q4 | $5.28M | Sell |
99,447
-1,741
| -2% | -$92.4K | 0.4% | 41 |
|
|
2024
Q3 | $3.66M | Buy |
101,188
+5,505
| +6% | +$199K | 0.26% | 85 |
|
|
2024
Q2 | $3.27M | Sell |
95,683
-2,728
| -3% | -$93.1K | 0.29% | 75 |
|
|
2024
Q1 | $3.98M | Buy |
+98,411
| New | +$3.98M | 0.46% | 39 |
|