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Moneta Group Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7M Buy
256,322
+18,203
+8% +$1.11M 0.19% 70
2025
Q1
$11.1M Buy
238,119
+30,830
+15% +$1.44M 0.15% 86
2024
Q4
$11M Buy
207,289
+23,307
+13% +$1.24M 0.15% 86
2024
Q3
$6.65M Buy
183,982
+40,160
+28% +$1.45M 0.1% 113
2024
Q2
$4.91M Buy
143,822
+84,383
+142% +$2.88M 0.08% 123
2024
Q1
$2.41M Buy
+59,439
New +$2.41M 0.04% 176