Principia Wealth Advisory’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
$1.6M Buy
26,096
+1,511
+6% +$92.5K 1.35% 20
2025
Q1
$1.15M Sell
24,585
-5,301
-18% -$248K 1.1% 20
2024
Q4
$1.59M Buy
+29,886
New +$1.59M 1.49% 19