Modera 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 | $867K | Buy |
14,160
+220
| +2% | +$13.5K | 0.01% | 353 |
|
|
2025
Q1 | $653K | Buy |
13,940
+1,157
| +9% | +$54.2K | 0.01% | 380 |
|
|
2024
Q4 | $678K | Sell |
12,783
-556
| -4% | -$29.5K | 0.01% | 379 |
|
|
2024
Q3 | $482K | Buy |
13,339
+6,565
| +97% | +$237K | 0.01% | 419 |
|
|
2024
Q2 | $231K | Buy |
6,774
+854
| +14% | +$29.2K | ﹤0.01% | 520 |
|
|
2024
Q1 | $240K | Buy |
+5,920
| New | +$240K | ﹤0.01% | 517 |
|