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Palumbo Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Palumbo Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.99M Buy
48,770
+27,665
+131% +$1.69M 0.92% 28
2025
Q1 		$988K Buy
21,105
+8,708
+70% +$408K 0.33% 59
2024
Q4 		$658K Buy
+12,397
New +$658K 0.25% 72