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Planning Alternatives’s iShares Bitcoin Trust IBIT Stock Holding History

Planning Alternatives’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
Q2 		$887K Buy
14,489
+279
+2% +$17.1K 0.12% 37
2025
Q1 		$665K Buy
14,210
+2,626
+23% +$123K 0.1% 41
2024
Q4 		$615K Buy
+11,584
New +$615K 0.09% 36