Kingswood Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Kingswood Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.8M	Buy
2025 Q2	$6.29M	Buy
2025 Q1	$4.71M	Buy
2024 Q4	$5.28M	Sell
2024 Q3	$3.66M	Buy
2024 Q2	$3.27M	Sell
2024 Q1	$3.98M	Buy