QFA
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Quattro Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.7M Sell
190,835
-42,620
-18% -$2.61M 4.11% 5
2025
Q1
$10.9M Sell
233,455
-85,645
-27% -$4.01M 3.75% 6
2024
Q4
$18.9M Hold
319,100
4.87% 6
2024
Q3
$12M Hold
319,100
3.4% 9
2024
Q2
$10.9M Sell
319,100
-149,100
-32% -$5.09M 2.85% 9
2024
Q1
$18.9M Buy
+468,200
New +$18.9M 5.39% 3