OWA
Octavia Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
14,378
+1,056
| +8% | +$64.6K | 0.1% | 85 |
|
|
2025
Q1 | $624K | Buy |
13,322
+3,158
| +31% | +$148K | 0.08% | 102 |
|
|
2024
Q4 | $539K | Buy |
10,164
+1,301
| +15% | +$69K | 0.07% | 110 |
|
|
2024
Q3 | $320K | Buy |
+8,863
| New | +$320K | 0.04% | 158 |
|