LA
LM Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
14,655
+1,135
| +8% | +$69.5K | 0.12% | 90 |
|
|
2025
Q1 | $633K | Buy |
13,520
+215
| +2% | +$10.1K | 0.11% | 138 |
|
|
2024
Q4 | $706K | Hold |
13,305
| – | – | 0.13% | 113 |
|
|
2024
Q3 | $481K | Buy |
13,305
+155
| +1% | +$5.6K | 0.1% | 120 |
|
|
2024
Q2 | $449K | Buy |
13,150
+134
| +1% | +$4.58K | ﹤0.01% | 136 |
|
|
2024
Q1 | $527K | Buy |
+13,016
| New | +$527K | 0.08% | 136 |
|