Mount Yale Investment Advisors’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	$1.88M	Buy	30,757 +1,228	+4%	+$75.2K	0.15%	132
2025 Q1	$1.38M	Buy	29,529 +22,704	+333%	+$1.06M	0.12%	154
2024 Q4	$362K	Buy	+6,825	New	+$362K	0.03%	399