Obermeyer Wealth Partners’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	$319K	Buy	5,210 +822	+19%	+$50.3K	0.02%	212
2025 Q1	$205K	Hold	4,388	–	–	0.01%	252
2024 Q4	$233K	Buy	+4,388	New	+$233K	0.01%	230