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Marshall & Sterling Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245 Hold
4
– – ﹤0.01% 619
2025
Q1 		$187 Hold
4
– – ﹤0.01% 628
2024
Q4 		$212 Buy
+4
New +$212 ﹤0.01% 351