Naviter Wealth’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
$522K Buy
8,524
+2,168
+34% +$133K 0.06% 189
2025
Q1
$302K Sell
6,356
-44
-0.7% -$2.09K 0.04% 232
2024
Q4
$340K Hold
6,400
0.04% 226
2024
Q3
$231K Buy
6,400
+44
+0.7% +$1.59K 0.03% 219
2024
Q2
$217K Hold
6,356
0.03% 216
2024
Q1
$257K Buy
+6,356
New +$257K 0.04% 202