NewEdge 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 | $21M | Buy |
516,704
+200,872
| +64% | +$8.15M | 0.11% | 194 |
|
|
2025
Q1 | $10.2M | Buy |
315,832
+175,681
| +125% | +$5.67M | 0.06% | 317 |
|
|
2024
Q4 | $7.06M | Buy |
140,151
+93,145
| +198% | +$4.69M | 0.04% | 396 |
|
|
2024
Q3 | $1.7M | Buy |
47,006
+9,779
| +26% | +$353K | 0.01% | 862 |
|
|
2024
Q2 | $1.27M | Buy |
37,227
+10,762
| +41% | +$367K | 0.01% | 951 |
|
|
2024
Q1 | $1.07M | Buy |
+26,465
| New | +$1.07M | 0.01% | 970 |
|