SMH
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Sanders Morris Harris’s iShares Bitcoin Trust IBIT Stock Holding History

Sanders Morris Harris’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Buy
25,750
+14,482
+129% +$886K 0.38% 26
2025
Q1 		$527K Buy
11,268
+7,268
+182% +$340K 0.08% 151
2024
Q4 		$215K Buy
+4,000
New +$215K 0.03% 256