M Holdings Securities’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	$2.55M	Buy	41,715 +20,647	+98%	+$1.26M	0.44%	53
2025 Q1	$986K	Buy	21,068 +3,626	+21%	+$170K	0.16%	92
2024 Q4	$925K	Buy	17,442 +2,840	+19%	+$151K	0.15%	90
2024 Q3	$528K	Sell	14,602 -3,999	-21%	-$145K	0.13%	78
2024 Q2	$635K	Buy	+18,601	New	+$635K	0.08%	132