OneDigital Investment 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
$1.84M Buy
29,994
+8,794
+41% +$538K 0.02% 453
2025
Q1
$992K Buy
21,200
+6,664
+46% +$312K 0.01% 609
2024
Q4
$771K Buy
14,536
+5,102
+54% +$271K 0.01% 724
2024
Q3
$341K Buy
9,434
+19
+0.2% +$686 ﹤0.01% 1095
2024
Q2
$321K Buy
9,415
+3,345
+55% +$114K ﹤0.01% 1078
2024
Q1
$246K Buy
+6,070
New +$246K ﹤0.01% 977