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Pacific Capital Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-185
Closed -$9.81K – 212
2024
Q4 		$9.81K Hold
185
– – ﹤0.01% 273
2024
Q3 		$6.68K Hold
185
– – ﹤0.01% 333
2024
Q2 		$6.32K Hold
185
– – ﹤0.01% 360
2024
Q1 		$7.49K Buy
+185
New +$7.49K ﹤0.01% 254