Plante Moran 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	$119K	Sell	1,939 -89	-4%	-$5.45K	0.01%	219
2025 Q1	$94.9K	Buy	2,028 +987	+95%	+$46.2K	0.01%	252
2024 Q4	$55.2K	Buy	+1,041	New	+$55.2K	﹤0.01%	330