Pettinga Financial 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 | $7.63M | Sell |
124,578
-6,970
| -5% | -$427K | 1.67% | 19 |
|
|
2025
Q1 | $6.16M | Buy |
131,548
+119,567
| +998% | +$5.6M | 1.45% | 24 |
|
|
2024
Q4 | $636K | Buy |
11,981
+3,351
| +39% | +$178K | 0.14% | 70 |
|
|
2024
Q3 | $312K | Buy |
8,630
+2,230
| +35% | +$80.6K | 0.07% | 97 |
|
|
2024
Q2 | $219K | Buy |
6,400
+1,352
| +27% | +$46.2K | 0.05% | 114 |
|
|
2024
Q1 | $204K | Buy |
+5,048
| New | +$204K | 0.05% | 116 |
|