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LJI Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

LJI Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,150
Closed -$220K – 185
2024
Q4 		$220K Buy
+4,150
New +$220K 0.04% 161