Richards, Merrill & Peterson’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-107
Closed -$5.01K 327
2025
Q1
$5.01K Buy
107
+17
+19% +$900 ﹤0.01% 441
2024
Q4
$4.78K Buy
+90
New +$4.25K ﹤0.01% 428

Other funds holding IBIT

Richards, Merrill & Peterson's IBIT Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 107 shares — an estimated $5.01K sold.

Richards, Merrill & Peterson first reported a position in IBIT in Q4 2024 and held it in 2 quarters. The position peaked at $5.01K in Q1 2025. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 107 iShares Bitcoin Trust shares in Q2 2025, an estimated $5.01K.
  • Richards, Merrill & Peterson first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares Bitcoin Trust position peaked at $5.01K in Q1 2025.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.