RFG 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
$2.52M Buy
41,218
+16,438
+66% +$1.01M 0.06% 251
2025
Q1
$1.16M Sell
24,780
-29,014
-54% -$1.36M 0.03% 374
2024
Q4
$2.85M Buy
53,794
+36,780
+216% +$1.95M 0.08% 193
2024
Q3
$615K Buy
17,014
+7,052
+71% +$255K 0.02% 467
2024
Q2
$340K Buy
+9,962
New +$340K 0.01% 569