Modern 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	$809K	Buy	13,209 +6,195	+88%	+$379K	0.02%	394
2025 Q1	$328K	Buy	7,014 +1,226	+21%	+$57.4K	0.01%	500
2024 Q4	$307K	Buy	+5,788	New	+$307K	0.01%	449