Perennial 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
$1.21M Buy
19,811
+4,505
+29% +$276K 0.12% 156
2025
Q1
$716K Buy
15,306
+2,187
+17% +$102K 0.08% 194
2024
Q4
$696K Buy
+13,119
New +$696K 0.08% 185
2024
Q3
Sell
-6,863
Closed -$234K 388
2024
Q2
$234K Buy
+6,863
New +$234K 0.03% 317