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MBL Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

MBL Wealth’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 		$481K Sell
7,852
-434
-5% -$26.6K 0.05% 143
2025
Q1 		$388K Buy
8,286
+3,569
+76% +$167K 0.04% 156
2024
Q4 		$250K Buy
+4,717
New +$250K 0.03% 193