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Perennial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
6,960
+205
+3% +$12.5K 0.08% 87
2025
Q1
$316K Sell
6,755
-5,179
-43% -$242K 0.06% 95
2024
Q4
$633K Buy
+11,934
New +$633K 0.14% 65