Mission Wealth Management’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
$3.9M Buy
63,693
+8,716
+16% +$534K 0.08% 132
2025
Q1
$2.57M Buy
54,977
+49,172
+847% +$2.3M 0.06% 161
2024
Q4
$308K Buy
+5,805
New +$308K 0.01% 521