Orion Portfolio Solutions’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
Q1
$890K Buy
19,024
+6,937
+57% +$325K 0.01% 1145
2024
Q4
$641K Buy
12,087
+3,986
+49% +$211K 0.01% 1258
2024
Q3
$293K Buy
8,101
+694
+9% +$25.1K ﹤0.01% 1530
2024
Q2
$253K Buy
+7,407
New +$253K ﹤0.01% 1535