NewEdge 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 | $14.5M | Buy |
217,094
+57,801
| +36% | +$3.86M | 0.23% | 94 |
|
|
2025
Q1 | $7.46M | Buy |
159,293
+32,856
| +26% | +$1.54M | 0.14% | 132 |
|
|
2024
Q4 | $6.71M | Buy |
126,437
+78,038
| +161% | +$4.14M | 0.12% | 151 |
|
|
2024
Q3 | $1.75M | Buy |
48,399
+24,648
| +104% | +$891K | 0.03% | 370 |
|
|
2024
Q2 | $811K | Buy |
23,751
+13,060
| +122% | +$446K | 0.02% | 449 |
|
|
2024
Q1 | $361K | Buy |
+10,691
| New | +$361K | 0.01% | 627 |
|